Create, rearrange and delete contact tags (groups)

Contact groups are used to filter contacts based on their position, title, affiliation etc. They can be created by a site manager, content editor or content author. A new site does not come with pre-existing groups. 

Add Contact groups 

1. From the administration bar, select Workbench, and then select My Dashboard.  

2. Navigate to Content types. 

3. In the drop-down menu next to Contact, select Add contact tag. 

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4. Enter the name of the contact group in the Name field.  

5. Select Save.  

Note: Contact groups can also be added in the Edit tab of a contact. Any contact groups entered in the Group(s) field will automatically be added as a contact group. 

Rearrange Contact groups 

Contact groups are listed in the order they were created. They can also be reset to display in alphabetical order.  

1. From the administration bar, select Workbench, and then select My Dashboard.  

2. Navigate to Content types. 

3. In the drop-down menu next to Contact, select List contact tags. 

4. Rearrange the contact groups by selecting the crosshairs icon beside the names and dragging them to the desired location.  

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5. Select Save. 

Note:  The "Reset to alphabetical" button can be used to arrange all the contacts in alphabetical order. 

Delete Contact groups   

Site managers can delete contact groups. 

1. From the administration bar, select Workbench, and then select My Dashboard.  

2. Navigate to Content types. 

3. In the drop-down menu next to Contact, select List contact tags. 

4. Beside the group you wish to delete, select the drop-down menu on the Edit button under Operations and select Delete.  

5. The next window will ask if you are sure you wish to delete the taxonomy term. This action cannot be undone. Select Delete. 

6. Select Save.