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:

1. 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’.
2. 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
3. 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.
4. To add more members click the plus icon to add extra lines as required.
5. You can deactivate a Contact Group if no longer required by un-checking the This Item is Active checkbox.