Editing a group |
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Contacts groups can store various additional data. Groups fields are accessible through the open Group dialog, where you can add details about the group and edit group members. Data is divided into several tabs for your convenience.
Group Info tab
1. Field management tools, allow to edit fields layout of all groups. 2. Record access tools, allow to make a group read-only and change its status. These options affect different kinds of access in the program like synchronization and password protection. Status is also used in EssentialPIM Business for assigning items to other users. Please refer to the Assigning items topic for more details. 3. Group info area, contains general info and additional custom fields. 4. Notes area represents a simple text editor, where you can add notes and attach files. 5. Here you can add tags. Find more about working with tags here.
Group Members tab allows to adjust group membership.
1. Members editing tools, here you can add or remove members to a group using existing contacts list, directly create new contacts or edit existing ones. 2. Members list. Double clicking a contact opens its info dialog. 3. Here you can add tags. Find more about working with tags here.
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