Creating and Managing Groups

Users are able to lookup specific groups that were created by going to the Contacts Toolkit on the Admin Home Page, and selecting Groups under Counters panel.

Groups can be looked up using different search Criteria like Groups Name, Group Type (Employer, List, Organisation, Role, Venue) or Group Label. The information used to create the group will determine the Criteria used to search for a group.

Settings: You can also adjust the ‘settings’ and add or modify existing filters for the search criteria section to create a New Saved Filter Filter: You can specify one filter for each search operation, but the filter itself can include multiple fields, multiple criteria Clear: The filters should be cleared, as your new search term maybe for something entirely different from the original search query.