Groups and Regions
Use Groups to group together contacts or companies that share the same characteristics.
Regions are useful to group contacts or companies according to geograpical location.
Groups and Regions are shared between contacts and companies.
Create a Group
On the mobile: tap + from the Home screen and select Group, or goto the Groups section and tap +.
In the web account: click + in the toolbar and select Group.
Edit Groups
On the mobile: goto the Groups section and tap the Edit icon, to rename or delete a Group.
In the web account: goto the Groups section and click on the 3-dot menu, then select Edit Groups. Or goto the
Options menu.
Add Contact or Company to Group
On the mobile: edit the Contact/Company and set the Group field.
In the web account: edit the Contact/Company and set the Group field. Or to update multiple contacts, goto the Contacts/Companies list, check the box next to one or more items or select All,
then click on the Add icon and select "Add to group" menu.
A Contact/Company can belong to more than one group.
Browse by Group
On the mobile: tap on Groups from the main screen.
In the web account: click on Groups from the Left pane menu. In the Contacts/Companies Map view, you can also filter the Map by Group.
Create a region
In the web account: click + in the toolbar and select Region.
On the mobile: goto the 'Regions' section and tap +. NB: 'Regions' only appears when there is at least one region created.
Edit Regions
On the mobile: goto the Regions section and tap the Edit icon, to rename or delete a Region.
In the web account: Goto the
Options menu / Regions tab to add, rename or delete a Region.
Add Contact or Company to Region
On the mobile: edit the Contact/Company and set the Region field.
In the web account: edit the Contact/Company and set the Region field. Or to update multiple contacts, goto the Contacts/Companies list, check the box next to one or more items or select All,
then click on the Add icon and select "Move to region" menu.
A Contact/Company can belong to only one region.
Browse by Region
On the mobile: tap on Regions from the main screen.
In the web account: click on Regions from the Left pane menu. In the Contacts/Companies Map view, you can also filter the Map by Region.
