Contact Groups let you organize your Contacts by their relationship to your art business or collection, such as Galleries, Collectors, or Art Festivals. Once a group is set up, you can share Reports, files, and Private Rooms with everyone in it at once using Group Send, and filter your Contacts page to see just that group.
New to Contacts? Start with Getting Started with Contacts in Artwork Archive.
How to Create a Contact Group in Artwork Archive
Click Contacts in your left-side menu
Click the Groups button in the top menu
Click New Group
Under Group Details, type a Group Name (for example, Galleries, Collectors, or Art Festivals). This is the only required field.
Under Select your Contacts, use Contact Search or the Show Filters button to narrow down the Contacts column, then select each Contact you want to add, or click Add all [#] contacts
Check that everyone you want is listed in the Selected Contacts column, then click Save Group
Did you know?
You can also add a single Contact to a group from the Relationships tab on their Contact form. See Add One Contact to a Contact Group from the Contact Form.
How to Edit a Contact Group
Click Contacts in your left-side menu, then click the Groups button
Click Actions next to the group, then select Edit
Change the Group Name, or add more Contacts from the Contacts column. To clear the group and start over, click Remove all [#] contacts.
Click Save Group
How to Delete a Contact Group
Click Contacts in your left-side menu, then click the Groups button
Click Actions next to the group, then select Delete
You can also click Delete Group on the bottom left of the Edit Contact Group form
A pop-up asks you to confirm. Click YES, DELETE to permanently delete the group, or NO, DO NOT DELETE to go back.
Important Note:
Deleting a Contact Group is permanent and cannot be undone. The Contacts in the group are not deleted.
How to See Everyone in a Contact Group
Click Contacts in your left-side menu, then click the Groups button
Click Actions next to the group, then select View Contacts
Your Contacts page opens filtered to that group
Did you know?
You can also filter your Contacts page by group using the Group filter. If you have many groups, use Search Groups at the top of the Contact Groups page to find one quickly.