Organize Contact Groups

Use a Contact Group to send a message to multiple people - a billing team, a follow-up committee, or to all staff members - without having to add each name to the To field individually. Contact Groups can help streamline your process to quickly send the right message to the right people.

1. Select Home > Messages.

2. Click the Create New Group button. 

3. Add a name for the new group. 

4. Click the Add Contacts button.

5. Select the username(s) you would like part of the group and click Save, 

6. Click Save again.

1. Select Home > Messages.

2. Locate the contact group and click on the icon

3. Click Edit.

4. Rename the Contact group or add/remove users.

5. Click Save. 

1. Select Home > Messages.

2. Locate the contact group and click on the icon.

3. Click Delete, and select OK when the "Are you sure you want to delete the [Name] contact group?" pop-up displays.

4. Click Delete again.