Adding 'Groups' To Categorise Contacts

You may wish to assign vendors, landlords, buyers or tenants to certain 'Groups' in order to better organise them and to filter your searches through them.

In this example, we'll be adding a vendor group called 'Developers'. Once this group has been added, you can assign vendors to this group, filter your search for them, and even do bulk emails for them from there.

To do this, go to Admin > System Data > Common Data Sets and search 'Vendor'. This should generate a result 'Vendor Groupings', click 'View' on this and then 'Add'. 

Here, you can now add the name of your new group within vendors, i.e. 'Developers'.

Now, when you add or edit a Vendor, you can assign them to a group:

Also when you go to Sales>Vendors you can now select your group from the search box on the right and filter your searches this way: