Q1. How do I add Contact Groups?
When adding or editing a contact, simply select a group or add a new group.
Q2. Can my contacts belong to multiple groups?
Yes, a group can include both suppliers and customers.
Q3. How can I edit my Contact Groups?
Go to Contacts > + New Contact Dropdown > Manage Groups
Hover over a group and click on the 3-dot icon.
You can then edit the group name and select contacts you want to include in the group.
Q4. What reports can I use Contact Groups in?
You can use Contact Groups in the following reports
Ledger
Aged Receivables (Summary)
Aged Receivables (Details)
Aged Payables (Summary)
Aged Payables (Details)
Q5. Will editing contacts in Contact Groups affect my reports?
Yes, changes will reflect immediately.
Q6. Why don’t I see the Contact Groups filter in my reports?
The "Contact Groups" filter appears when the contact entry in the report is linked to a group.
Q7. What bulk actions can I perform with Contact Groups?
Currently, Contact Groups are limited to organizing and analyzing contacts. Future bulk actions may include generating multiple invoices for a group.