Settings Trades

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Groups/Trades - Add a Trade or a Group

To organize the contacts in groups (usually by trades but can be any type of group needed): From the Global Menu options , click Settings. From the Settings Menu options , click Groups. The Groups Li…

Updated 4 months ago by Customer Service

Groups/Trades - Add Group levels

These are instructions to add tiers or multiple levels of Groups. Up to 3 levels can be added: Parent Group -> Child Group Parent Group -> Sub-Parent Group -> Child Group Set the number of levels. Fr…

Updated 7 months ago by Customer Service

Groups/Trades - Overview

Groups are a way of organizing Contacts for easy viewing, selecting etc. Groups are often used to organize contacts into Trades (and that is the terminology that is displayed on many of the forms - t…

Updated 7 months ago by Customer Service

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