Contact groups allow you to group multiple contacts together into user-defined groups. Contact groups are used primarily for filtering contact search results but they can also serve other custom functions based on the needs of the organization. To create a new contact group, your user account needs to have the “Folder And Group Maintenance” permission. If your user account does not have this permission, a user with the User Maintenance permission at your organization can assign this permission to you.

Once you have the “Folder And Group Maintenance” permission, you will be able to access the “Folder And Group Maintenance” button on the dashboard side menu.

After clicking “Folder And Group Maintenance”, a dialog will appear.

“My Contacts” is a default group that is automatically assigned to all users. It is a unique group to each user in the system which contains contacts that a user wishes to filter to quickly.

“Private Groups” are contacts groups that are specific to your user account. Only you have access to any contact groups that are defined as private.

“Public Groups” are contact groups that all users in the organization can use.

To create a new contact group, choose either the “Private Groups” or “Public Groups” side button to indicate if the new group will be public or private. After selecting the group type, enter the name of the new group in the “Create sub folder” text box. Finally, click “Create” to confirm the new group.

After creating the group, the new group should appear under either “Private Groups” or “Public Groups” (depending on which type of group you chose to create). Selecting the group will bring additional options.

1. “Rename to” will allow you to rename the group. Note that if reports are expecting an existing group with the old name (for filtering report results as an example) the reports will need to be updated.
2. “Create sub folder” will allow you to create a folder under the group.
3. Set Permissions will allow you to give other users in the organization access to the group. Permissions must be set in order for other users to view/modify the group. Using permissions, you can set permission to this group by an individual user account or by a security group in the system.
4. Delete allows a user to remove the group from the system.

To add contacts to the new group, please follow the instructions at this article.