Contact Groups make it easy to send messages to multiple contacts at once. When specifying recipients for Reports, Alerts, and other messages, you can simply select a Contact Group rather than having to select each individual contact.
You can access the Contact Groups page by clicking the Contacts button
in the main menu and selecting Contact Groups. This page displays a sortable and searchable table of all Contact Groups in your system. The table displays the following basic information about each Contact Group:
- Name: the name of the Contact Group
- Active Contacts: the number of Contacts in the group whose status is currently set to "Active"
- Inactive Contacts: the number of Contacts in the group whose status is currently set to "Inactive"
- Status: the status of this Contact Group (Active or Inactive). No notifications will be sent to an inactive Contact Group. This status does not affect the status of individual Contacts within the group (i.e. if you make a Contact Group inactive, any Contacts that are active will remain active and can still receive other notifications and log into the Portal, if otherwise allowed.)
Creating or Modifying a Contact Group
- Click on the Create button in the upper left corner of the Contact Groups table or, to modify an existing contact group, click on the desired contact group name in the list.
- Enter a name for the contact group.
- Set the status of the contact group (the default value is Active).
- Choose a Division if you wish this contact group to be available only for a specific Division.
- Enter any additional information about the contact group in the Notes field.
- Assign contacts to the group
- Click on the Add Contacts button.
- Locate the desired contact(s) in the list and check the box next each one, then click Done.
- Click the Save button.