Manage Notification Groups

Premium Feature Contacts procedure

You can manage the grouped accounts that you created in Contacts. Actions that you can do include viewing the contact record history, updating notification group information, modifying notification group access, adding and removing accounts from the notification groups, and deleting notification groups.

You cannot add or remove members from filter-based notification groups; however, you can change the filters to include alternate members. See Manage Members of a Filter-Based Notification Group.

To manage a notification group

  1. Access Contacts.

  2. Click the Notification Groups tab.

  3. On the Notification groups page, search for the notification group.

  4. Select the notification group. The panel opens.

  5. In the panel, do any of the following actions.

    Click History.

    You cannot modify this information.

    Click Members.

    See About Notification Groups.

    1. Click Members.

    2. Cilck the checkbox next to the account you want to remove.

    3. Click Remove Accounts.

    4. Click Remove to confirm the action.

    1. Click the more actions icon More Icon.

    2. Click Delete.

    3. Click Delete to confirm the action.

    1. In the panel, click Details. The Details page opens.

    2. Enter or update the Name and Description as necessary.

    3. Click Submit.

    1. In the panel, click Access.

    2. Select who should have access.

    3. Click Submit.

    If you select Administrators of selected organizations, do these additional steps.

    1. Click Add Organizations.

    2. Select the organizations to which the notification group has access.

    3. Click Select.

    4. Click Submit.