Office Contact Groups

Office contact groups enable sending Follow Up Items and/or Office Communications to specific groups of office staff, such as those responsible for the front desk.

To add Office Contact Groups, follow the steps below:

  1. Go to Setup.
  2. Click Office Contact Groups.
  3. Click Add.
  4. Enter a name for the group, for example, "Front Desk."
  5. Set if this group is enabled for Follow Up Items and Office Communications.
  6. Set notification settings, always notify, or use user preferences.
  7. Select which Users are assigned to this group.
  8. Scroll down and click Save.

Office Contact Groups.png

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