Contact Groups are currently used by Saasu to run multiple tasks at once for a group such as a batch of automated recurring sales.
To add a Contact group:
- In the Type field select the type of group you are creating. Currently Sale or Purchase. For example if you were creating a group of people you wish to issue standard invoices to each month then you would select ‘Sale’.
- In the Name field enter a name or code that means something to you for this group. For example:
- 12th Monthly Direct Debits
- Top Fishing Spots Subscribers
- Palace Towers Tenants
- In the Members section start typing the first Contact Name in the field provided. A list should appear below of possible candidates that match what you are typing. If it isn’t available in that list then click on the picklist to choose it from the full list of contacts you have setup in Saasu. Note that contacts need to be setup first before building you Contact Group. You can always come back later and add new contacts to you Contact Group.
- To add more members click the plus icon to add extra lines as required.
- You can deactivate a Contact Group if no longer required by un-checking the This Item is Active checkbox.
Contact Group List
This screen displays a list of Contact Groups that have been previously setup.
Contact Groups can be created in Saasu to use for automated tasks such as Automated Sales/Purchases. They are ideal for applying the same type of process to a multiple of contacts. For example, you may lease to many tennants in your building at the same rate and on the same date or if you are a web design company you may charge customers a common flat rate to host and maintain their website.
To List your Contact Groups use the Show drop down to choose whether you want to review Active, Inactive or –All– Contact Groups. You can also narrow down the list by specifying whether you want to display this list for types used for Sales or Purchases. Click the Show button to run the list report now that you have set your filters.
What can I do with the Contact Group List?
Add – Add a Contact Group to your list
Edit – Edit a Contact Group in your list. Note that Contact Groups being used for Automated Sales/Purchases cannot be deleted, they can only be set to Inactive from the Contact Group screen.
Delete – Delete the Contact Group.