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How to sort and group contacts

Contacts will appear in random order unless sorted - Content editors and Site Managers can sort contacts. Contacts can be placed into groups created by a Site manager.

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Sort contacts

Site managers and Content editors can sort contacts.

  1. From the Administration bar, click on My Workbench.

  2. Select theĀ  Create/Manage Content tab.

  3. Select the Contact content type.

  4. Select Rearrange contacts.

  5. To auto-sort - click on a column heading to sort by 'Name', 'Probable last name' or 'Title or position'.

  6. To manually sort - select the cross-arrows and drag a contact to the desired position.

  7. Click Save.

Place a contact in a contact group

Site managers can create groups for contacts.

  1. From the Administration bar, click My Workbench.

  2. Select the Create/Manage Content tab.

  3. Select Contact.

  4. Select the contact you wish to add to the new group.

  5. Click on the Edit tab.

  6. A list of groups will appear directly beneath the contact name. Select the appropriate group.

    Note: Any one contact can be placed in multiple groups.

  7. Click Save.