Add New Contacts to Conversation Groups

Use the Conversation Groups submodule to add new contacts to selected conversation groups.

To use the Conversation Groups submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new contact to a conversation group:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the conversation group that you want to add a new contact to.
3. In the left pane of the Settings screen, click Advanced Tools > Conversation Groups.
4. Highlight the conversation group that you want to add a contact to.
5. On the toolbar of the bottom grid, click Add New Contact .
6. In the Add a Contact to the Group dialog box, use the drop-down list to select the contact that you want to add and click OK.