How to Create a Contact Group

A ‘Contact Group’ is a way of identifying a group of people within your database. A contact may be apart of one, or many different contact groups. These groups will appear as checkboxes on their Contact Record and can be used to identify groups of people for a report, or mailing.

1. From any screen in Eleo, select ‘Settings’.

2. Under Account Settings, select Lookup Tables.

3. Under Lookup File, select ‘Contact Groups’.

4. All contact groups are listed here. If you are new or have not used this before, it will be blank. To add a new group, select ‘Add New’.

5. Fill in the name of the contact group for the ‘Code’. You may add a description if you wish. The Active drop down must say, ‘Yes’ in order to have this group show up in the record. Make sure to press ‘Save’.

6. The new group populates the bottom of the list, but the order can be edited if you would like.

This is how ‘Contact Groups’ will look on the Contact Record when adding a new contact, or when you click on ‘Edit’ in an existing record.

If you use the arrow to expand the contact record on an existing contact record, the contact groups will only display the specific groups a contact is a part of like this: