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.

Sort contacts

Site managers and Content editors can sort contacts.

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

2. Select the  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.