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Simple way to add individual contacts to groups when I am in the Detail view

Skilled Commentator
Posts: 71
Country: United Kingdom

Simple way to add individual contacts to groups when I am in the Detail view

Hi

We use groups extensively.

 

Is there a simple way to add a contact to a group when I am in detail view.

The method of clicking groups - having a pop up - scrolling - then clicking the arrow button to add is cumbersome

 

In an ideal world some form of 'drag/drop' would be the ultimate.

OR

Having 10 favorite groups being selectable from the main contact page could be useful

 

More than happy if an addon is required.

 

Regards

 

Bronze Elite Contributor
Posts: 2,545
Country: New_Zealand

Re: Simple way to add individual contacts to groups when I am in the Detail view

Since you are looking at just 10 groups, you could create dynamic rules for the groups that populate from check boxes on the contact record detail view.
Simply placing a check in the required group is all you need do.

Graeme Leo
Xact Software - consultants and developers
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Skilled Commentator
Posts: 71
Country: United Kingdom

Re: Simple way to add individual contacts to groups when I am in the Detail view

Juan Carlo, Gleo

Thanks for the responses....

 

I will probably use the tick boxes in the contact detail view.

 

The idea was to allow staff to easily add contacts in campaigns we run.

Each campaign is permanently stored in a Group

 

At the end of each week, I can do a bulk look up of 'ticked box / dynamic groups, and then ensure they are permanently stored in the group by manually adding them.