Note: This article applies only to users of Apto version 6.x and earlier. In Apto version 7.35, Contact Groups have been replaced with Apto's new Groups feature. More information available here!
Adding Contacts to Contact Groups
Locate a Contact that you would like to assign to a Contact Group.
Click on the pencil icon to the right of the “Groups” field and a pop-up window will appear.
Select the Contact Group you want to add your Contact to from the list on the left. Click on the Right Arrow (>>) to add a Contact Group to the "Selected" list. Click Save to add the Contact to the Contact Groups listed in "Selected".
Creating New Contact Groups
In the Contact Groups pop-up window, above “Available Groups,” type in the new Contact Group name you’d like to add.
Click Create Group beneath this field to add your new Contact Group to your Apto account.
Newly created Contact Groups must be activated to appear in the "Available Groups" list. Contact Groups can be activated by the System Administrator user for your account.
Activating Contact Groups
Click on the gear icon located in the top right corner and click on Setup.
Search for and click on Groups.
Any Contact Groups which have been created, but not activated, will be found in the "Inactive Values" list. To activate any of these Contact Groups, click Activate.
Jesse Clifford, Account Manager, July 2021
Tyler Geddes, Customer Education Manager, July 2021