Moving Contacts Between Groups
Of course, we can easily change the group that a contact is in by simply editing
the text in the group field however, what if you want to move a hundred or a thousand
contacts from one group to another. Well, as typical, there are multiple ways to
- The hard way ... A Search and Replace on the Group Field within the Reports Module.
- The easy way ... by Cut and Paste. From the main screen contact list, highlight
all of the contacts that you wish to move to a different group (Ctrl + Click or
Shift + Click). Once highlighted right click on the contact list and select "CUT"
from the pop-up menu. Now switch to your new group with a filter (Click on the GROUPS
DROPDOWN LIST on the toolbar). Once in your new group list, right-click and select
"PASTE" from the pop-up menu.
Tip: Paste will always paste into the current contact list filtered
group. By-the-way .... it will work for categories as well.
This help article applies to