Q1. How do I add Contact Groups?

• When adding or editing a contact, simply select a group or add a new group.

Q2. Can my contacts belong to multiple groups?

• Yes, a group can include both suppliers and customers.

Q3. How can I edit my Contact Groups?

• Go to Contacts > +New Contact Dropdown > Manage Groups

• Hover over a group and click on the 3-dot icon.

• You can then edit the group name and select contacts you want to include in the group.

Q4. What reports can I use Contact Groups in?

• You can use Contact Groups in the following reports

  • Ledger

  • Aged Receivables (Summary)

  • Aged Receivables (Details)

  • Aged Payables (Summary)

  • Aged Payables (Details)

Q5. Will editing contacts in Contact Groups affect my reports?

• Yes, changes will reflect immediately.

Q6. Why don’t I see the Contact Groups filter in my reports?

• The "Contact Groups" filter appears when the contact entry in the report is linked to a group.

Q7. What bulk actions can I perform with Contact Groups?

• Currently, Contact Groups are limited to organizing and analyzing contacts. Future bulk actions may include generating multiple invoices for a group.