Manage contact groups
You can add contact groups and then organize related contacts into those groups. For example, you could create a group called ABC Pharmacy Group and add group members to it, such as ABC Pharmacy Georgia, ABC Pharmacy Florida, and ABC Pharmacy Tennessee. Grouping contacts is different to adding relationships between them (e.g. their shareholder, trustee, and beneficiary connections). It provides an easy way to consolidate a group of related contacts and report on the group as a whole.
Organizing contacts into groups is useful for Practice Manager in CCH iFirm:
- A team member allocated to a job can see whether other clients could be affected by the work they have been assigned to do. This information will display on the Job Details screen.
- A payment can be split across group members when managing your receivables.
- You can get the most out of the WIP control by group, Grouped aged receivables, and Grouped WIP reports.
Add a contact group
Contacts - View, Add and Edit Contacts
- Click Contacts > Groups.
- Click Add Contact Group to set up a new group.
- Type the Group Name.
- Click Save.
- Proceed to add contacts to the group:
A contact can only belong to ONE group.
- Type the first few letters of the contact's name in the field provided or click the Search button
to select the contact. - Click Add.
Alternatively, you can add contacts to the group later. Access your contact groups using ONE of these methods:
- Click Contacts > Groups, click the row of the contact group to open it and follow step 5 above.
- Click Contacts > All Contacts, locate and select the required contact. Click the Relationships tab, and click on Click here to assign this contact to a contact group message. Either locate the group or create a new group and click Save.
View contact groups
Contacts - View, Add and Edit Contacts
- Click Contacts > Groups - the list of groups is displayed, including the number of group members.
- Click on a contact group to open it and you can then edit it.
You can also filter your Contacts search results by Contact Group.
Edit a contact group
Contacts - View, Add and Edit Contacts
- Click Contacts > Groups.
- Click the row of the group you want to edit.
- Edit the group's name, if necessary:
- Click the Edit details button
. - Make the necessary changes.
- Click Save.
- Add another contact to the group, if needed, using either of these methods:
- Type the first few letters of the contact name in the search box, click the contact in the list that appears, then click Add.
- Click the Search button
, locate and click the contact, then click Add. - Remove a contact from the group, if necessary:
- Click the Delete button
at the end of a row of an existing contact. - Click Yes to confirm.
- Click Save.
Delete a contact group
Contacts - Archive and Delete Contacts
- Click Contacts > Groups.
- Click the Delete button on the row of the group you want to delete.
- Click Yes to confirm.
