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.
Actions
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Add a Contact Group to your list |
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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. |
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Delete the Contact Group. |














