Witivio Documentation

# Assign a Group to a Contact in Contacts Pro

Groups keep your contacts organized by team, project, or location, and they power the search and filter tools. You can assign a contact to a group in three ways: while creating a group, while creating or editing a contact, or from Group Administration.

A contact can belong to more than one group, so use groups freely to organize and later filter your list.

# Assign a group when creating a group

When you create a new group, you can add contacts to it right away.

  1. 1

    Start a new group from New Contact > New Group.

  2. 2

    Add contacts to the group directly in the group form, then save.

Adding contacts to a new group in Contacts Pro

# Assign a group when creating or editing a contact

The Groups tab on the contact form lets you attach a contact to any existing group.

  1. 1

    Open a contact for creation or editing, then go to the Groups tab.

  2. 2

    Select one or more groups to associate with the contact.

  3. 3

    Click Save to apply the group assignment.

Selecting groups from the Groups tab on the Contacts Pro contact form

# Assign a group from Group Administration

Group Administration is where you manage all of your groups in one place, including their members.

  1. 1

    Open the Settings menu at the top right and select Group Administration.

  2. 2

    Click the Edit icon next to the group you want to change.

  3. 3

    Add or remove contacts in the pop-up window, then save.

Opening Group Administration from the Contacts Pro settings menu

Editing a group opens a small window where you can add or remove its contacts.

Adding and removing contacts in the Contacts Pro group edit window

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