Apply Group to Additional Contact

Version: 3.6.0
Release Date: October 25, 2025

1. Overview

The Apply Group to Additional Contact feature allows administrators and users to assign existing Groups to multiple-select contact fields.
This enhancement improves efficiency by enabling both User and Group-based assignments when managing contacts across supported entities.

Key Capabilities:

• Assign groups as multiple-select contacts.

• Filter records by User or Group in list views.

• Bulk update contacts using User or Group selection.

2. Using the Function

2.1 List View

Display:
Contacts display as a list of Users and Groups, separated by commas and ordered by the time of addition.

Filter:
Use the Contact filter dropdown to filter records by User or Group. All options are listed alphabetically.

Bulk Change:

1. Select one or more records.

2. Click Bulk Change > Additional Contact.

3. Choose a User or Group, then click Look Up to replace or add to the existing contact list.

2.2 Detail View

• Both Users and Groups appear in order of addition.

• The list provides visibility into all assigned contacts associated with the record.

2.3 Add/Edit

• The Contact field defaults to User type.

• Users can select either User or Group and add them as contacts.

• Assigned Users or Groups can be removed individually by clicking the “X” icon next to the contact name.