Creating & Managing Groups
Creating a New Group
- On the Groups page, click the Add Group button in the header
- The full-page Create Group screen opens
2. Click the "Add Group" button
3. Capture the full-page screen showing the Group Name field, the Include Filters panel on the left, and the contact table on the right
Save to:
static/img/screenshots/groups/creating-and-managing/create-group-page.pngGroup name
Enter a name for your group (e.g., "VIP Customers", "Mumbai Region", "Campaign Jan 2025"). The Save button shows the number of contacts currently selected.
Two tabs
The screen has two tabs:
| Tab | Shows |
|---|---|
| All Contacts | Every contact, with the filter panel — use it to find and select members |
| Selected (N) | Only the contacts you've already added — switch here to review your selection before saving |
Finding contacts with filters
On the All Contacts tab, use the Include Filters panel on the left to narrow the contact table:
| Filter | Description |
|---|---|
| Search | Match by name or mobile number |
| State / City | Filter by location (City becomes available after a State is chosen) |
| Religion | Filter by religion |
| Custom Fields | Any custom fields you've defined — text, dropdown, multi-select, or number range |
| Exclude Groups | Leave out contacts who belong to selected groups, even if they match the other filters |
The table updates as you change filters. The toolbar shows how many contacts match and how many are selected.
Selecting contacts
- Tick the checkbox on any row to add or remove that contact.
- Click Select All to add every contact matching the current filters (not just the current page) — the button shows the total matched count.
- Click Clear to deselect everything.
- Use the Columns button to choose which contact details (including custom fields) appear in the table.
The fastest way to build a large group is to set filters (e.g. State = Maharashtra, a custom field = "Premium"), then click Select All — every matching contact is added at once. Optionally exclude an existing group to avoid overlap.
Click Save Group to create it, or Cancel to discard.
Groups Table
The main table shows all your groups with the following columns:
| Column | Sortable | Description |
|---|---|---|
| Name | Yes | The group name |
| Number of Contacts | Yes | How many contacts are in the group |
| Status | Yes | Active or Inactive |
| Actions | — | View, Edit, or Delete the group |
Click any column header to sort the table. Click again to reverse the sort order.
2. Make sure you have several groups in the list
3. Capture the table showing all columns with sample data
Save to:
static/img/screenshots/groups/creating-and-managing/groups-table.pngViewing a Group
Click the View action (eye icon) on a group to see its members.
2. Capture the dialog showing contacts organized alphabetically with letter headings
Save to:
static/img/screenshots/groups/creating-and-managing/view-group.pngIn the view dialog, contacts are displayed alphabetically and grouped by their first letter (A, B, C, etc.). Each contact shows:
- Avatar with an online indicator
- Contact name
This gives you a quick overview of everyone in the group.
Editing a Group
Click the Edit action (pencil icon) on a group to open the same full-page screen, pre-filled for that group.
2. Capture the full-page screen showing the pre-filled group name and the Selected tab with the current members
Save to:
static/img/screenshots/groups/creating-and-managing/edit-group-page.pngEditing works exactly like creating, but:
- The group name is pre-filled (you can change it)
- The current members are already selected — open the Selected tab to review them
- Use the filters on the All Contacts tab to add more members, or untick rows to remove them
Click Save Group to apply your changes.
Deleting a Group
Click the Delete action (trash icon) on a group to delete it.
Deleting a group does not delete the contacts in it — it only removes the group itself. The contacts remain in your contact list.
You'll see a confirmation prompt before the group is deleted.
Filtering by Status
Use the Status filter above the table to show only active or inactive groups.
Mobile View
On smaller screens, groups are displayed as cards instead of a table. Each card shows:
- Group name
- Status chip
- Number of contacts
- Action buttons (View, Edit, Delete)
Pagination
At the bottom of the table, you can:
- Navigate between pages using Previous and Next buttons
- Choose how many groups to show per page: 25, 50, or 100
The default is 25 groups per page.