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How to Add and Remove Contacts From a Contact Group
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How to Add a Contact to a Contact Group
Adding contacts to a contact group can be accomplished in two ways namely:
- Adding existing contacts
- Adding a new contact
Adding Existing Contacts
To add existing contacts, follow the steps below:
- Open Contact group profile page.
- At the top right, click the Add contact button.
- Select Existing to open a dialog box.
- Select the contacts and click the Add button.
- The selected contacts will be listed. Before you save, you can remove the contacts and change the ticket access scope.
- Click the Save button to add the contacts.
Adding a New Contact
To add a new contact, follow the steps below:
- Open Contact group profile page.
- At the top right, click the Add contact button.
- Click New option to add the new contact.
- Select the contacts group you wish to add the new contact and click the Add button.
Removing a mapped contact
To remove a mapped contact, follow the steps below:
- Go to the Contact group profile page.
- Select the Contacts Tab.
- Click the Remove button as highlighted to open a dialog box.
- A confirmation dialog box will appear. Select the Yes, Remove option to remove the contact.
Changing the ticket access scope
To change the ticket access scope, follow the given steps:
- Go to the Contact group profile page.
- Select the Contacts Tab.
- Toggle the switch button.
Note:
- If view all tickets is switched on, the end user can see all the tickets associated with the contact group.
- If view all tickets is turned off, the end user can only see their own tickets associated with the contact group.
- Maximum of 25K contacts can be added to a contact group.
Permission for adding contact
For adding contacts to a contact group, you must have the Create or edit contact permission enabled.