Summary

This article covers how to create a folder, contact, and contact group.

Table of Contents


Depending on your current location in the Contacts tree, different items can be created to assist in organizing contacts.

Create Folder

  1. Depending on your current location in the Contacts tree, perform one of the following actions.
    • Hover the mouse over the ‘Create’ tab and select ‘Folder’
    • Click the ‘Create’ tab
  2. Complete the Folder creation process by entering a new folder name.
  3. Click the ‘Save’ button.

Create Contact

  1. Hover the mouse over the ‘Create’ tab and select ‘Contact.’
  2. Permission: Select the appropriate permission for the contact.
  3. Folder: Select the folder in which the contact should be stored.
  4. Complete the contact information for the contact.
  5. Files: If files should be attached to the contact, review the steps for attaching a file.
  6. To save the new contact and create another, click the ‘Save and New’ button or click the ‘Save’ button to save the contact. Otherwise, click the ‘Cancel’ button.

Create Contact Group

  1. Hover the mouse over the ‘Create’ tab and select ‘Contact Group.’
  2. Name: Enter a name for the contact group.
  3. Description: If desired, enter a short description for the contact group.
  4. Permission: Select the appropriate permission for the contact.
  5. Folder: Select the folder in which the contact should be stored.
  6. Click, drag, and drop the contacts in the ‘Available Contacts’ list that should be added to the Contacts group.
    The selected contacts will appear in the ‘Contacts in Group’ list on the right.
  7. Repeat steps 6 to add any additional contacts.
  8. Files: If files should be attached to the contact, review the steps for attaching a file.
  9. To save the new contact group and create another, click the ‘Save and New’ button or click the ‘Save’ button to save the contact. Otherwise, click the ‘Cancel’ button.

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