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Thread: Need help creating Groups/Assigning Contacts to Groups

  1. #1
    coeexpo is offline Junior Member
    Join Date
    Jun 2009
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    1

    Unhappy Need help creating Groups/Assigning Contacts to Groups

    Hi everyone! I am new to Sugar as of today.

    I have entered 104 contacts into Sugar and now I would like to separate them into groups. I have tried 2 things:

    1. I created a Group by going to the Groups tab at the top of the screen and creating a new one. I then went into an individual contact profile and set them to a group. I went back to group tabs and I see no contact?!

    2. I imported a list of contacts and I added a "Group" field and asked to assign all contacts that were being imported to that specific group. Went to the group tab and nothing there I checked one of the contacts profiles to see if the field had been filled in - it hadn't. I manually filled in the field and went back to the groups tab and still nothing until the selected group!

    Can anyone help me with this? If you need additional info, please ask. I'm not sure what information is needed to answer the question.

    EDIT: I would like to be able to do something like this:

    Create Groups A, B and C
    Import a set of contacts and send them to Group A
    Import another set of contacts and send them to Group B
    And so on ...

    I would like to be able to go to the Groups Tab and select Group A and see all of my contacts for that group.

    Thank you
    Laura
    laura.goff@edmonton.ca
    Last edited by coeexpo; 2009-06-03 at 08:04 PM.

  2. #2
    crmsiva's Avatar
    crmsiva is offline A Sugar Hero
    Join Date
    Jan 2009
    Location
    Chennai, India
    Posts
    1,130

    Default Re: Need help creating Groups/Assigning Contacts to Groups

    Which version of sugar you are using?

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