A contact group lets you organize multiple contacts (people and companies) under one label—handy for domain-based auto‑grouping, targeted communications, and permission scoping. Use contact groups to keep related contacts together (for example, all users from techinfo.com) and to capture additional metadata via custom fields.

Adding a New Contact Group

Follow these steps to create a group and (optionally) configure its fields.

1. Open the Contact Groups module.

2. Click the Create Contact Group button to open a dialog.
   

   
   
   

3. Enter the required details (for instance, Contact Group Name, Domain, Description), then click Create.
   

   
   
   

4. (Optional) Configure custom fields for the group: click Configure Fields to add or edit group-level fields that appear in the contact form. To use the Create Contact Group option, an Agent must have the permission to Manage fields and forms.
   

   
   
   

Editing an Existing Contact Group

The Editing a contact group option allows you to make changes to the added contact groups. To edit a contact group, follow the given steps:

1. Click the Edit icon next to the group to open its details.

2. Update the fields as needed (including domains and any configured custom fields).

3. Click Update to save your changes.
   

   
   
   

Troubleshooting Contact Group Setup

Cannot create or edit a contact group

Confirm the agent has the Create or edit contact group permission.

Cannot configure fields in the “Create Contact Group” dialog

Confirm the agent has permission to Manage fields and forms.

Cannot add a domain to a contact group

Confirm the domain is not already assigned to another contact group (a domain can belong to only one group).

Frequently Asked Questions

1. What is a contact group and why should I use it?
   A contact group lets you organize multiple contacts (people and companies) under one label. It’s useful for domain‑based auto‑grouping (for example, everyone with @techinfo.com), targeted communications, and storing extra details via custom fields.

2. How do I create a new contact group?

   • Open the Contact Groups module.
   • Click Create Contact Group to open the dialog.
   • Enter the required details (for instance, Group Name, Domain, Description) and click Create.

3. How does domain auto‑grouping work in contact groups?
   When you add a domain (for example, techinfo.com) to a contact group, any contact whose email address matches that domain (for instance, [email protected]) is automatically associated with the group.

4. Can the same domain be used in more than one contact group?
   No. Each domain can belong to only one contact group. If a domain is already assigned elsewhere, you’ll need to remove it there before adding it to a new group.

5. How do I edit an existing contact group?
   Open the Contact Groups list, click the Edit icon next to the group, update the details (name, description, domains, custom fields), and click Update to save.

6. Is there any limit on adding contact groups in BoldDesk?
   No. BoldDesk does not enforce any count restriction on creating contact groups. You can add as many contact groups as needed without limitation.

7. Can I manage physical site locations for a contact group in BoldDesk?
   No. BoldDesk does not currently offer a dedicated feature for managing physical site locations at the contact group level. As a workaround, you can use custom fields on contacts or organizations to store location information, making it available for agent reference, filtering, and reporting purposes. Explore How to Add a New Custom Field in a Contact Group Form in BoldDesk.

Related Articles

1. Contact and Contact Group Overview
2. How to Add and Remove Contacts From a Contact Group
3. How to Automatically Associate a Contact Group to Contact