Add New Contacts to Selected Conversation Groups

To use the Conversation groups submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To add a new contact to a selected conversation group:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Advanced Tools > Conversation Groups.
3. Highlight the conversation group you want to add a contact to.
4. On the subgrid toolbar, click Add New Contact .
5. In the Add a Contact to the Group dialog box, select from the drop-down list the contact you want to add and then click OK.