Create a Notification Group

Contacts procedure

You can create three types of groups:

• Standard: See About Notification Groups.

• Filter based: See About Notification Groups.

• Organizations: See Organizations.

This procedure details standard and filter-based notification groups. For organizations, see Add an Organization.

In Contacts, notification group types are identified in the Notification Groups tab, in the Type column.

To create a notification group

This procedure details creating a notification group in Contacts > Notification Groups. You can also create a notification group in Contacts > Accounts. To create a notification group in the Accounts tab, click the checkbox for the contacts for the notification group, click Add to Group > New Group, and then proceed to step 4 in this procedure.

1. Access Contacts.

2. Click the Notification Groups tab.

3. Click + Add Group.

4. In the New Group window, enter a Name and Description for the notification group.

   

5. Do one of the following actions:

   • To create a filter-based notification group, select Based On Filters. You cannot add or remove members from filter-based notification groups. These actions are done in the Admin View.

   • To select the accounts for the notification group, select Selected Accounts.

6. Click Submit. The new notification group is created and appears in the Notification Groups tab. The next step is to add accounts to the notification group. See Add Members to a Standard Notification Group and Manage Members of a Filter-Based Notification Group.