Overview
The Contact Groups add/edit list is accessed from SYS: Contacts. Contact Groups contain Contacts that have conditions in common with each other. Contacts can be assigned to a maximum of three Contact Groups.
Contact Groups screen
Related Information
- Add an entry to the add/edit list
- Go to Contacts
Key Functionality
ID
WinTeam automatically assigns an ID to each new record, and uses the ID field to identify each record. You may change system-assigned ID Numbers.
Description
Use this field to enter a unique name for the record. After a new record is created, WinTeam displays this Description with the corresponding ID number in the Add/Edit list.
Active
Select this check box to make the selected record active. Clear the check box to make the record inactive.
Default
Select this check box to make the selected record the default value for this Add/Edit list. WinTeam uses this record to automatically fill in the corresponding field on a new record in the related screen.