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How to assign contacts, sub-lists and groups to a contact in the Master-List

Corporate Administrator Tool (CAT)

Steps to follow: 23

1. Select the Master-List Management tab.

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2. Select the contact from the Master-List.

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3. Assigned contacts can be searched by name or phone number in the Search field.

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4. The search results will appear in the Manage Individual Contacts tab.

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5. Assign other contacts to the selected contact using the Assign Contacts option.

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6. The Pick Contacts window will appear displaying all available contacts.

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7. Contacts within the corporation can be searched by name or phone number in the Search field.

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8. The search results will appear in the Pick Contacts window.

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9. Select the check boxes next to the chosen contacts.

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10. Select Done to assign the contacts to the selected contact.

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11. The assigned contact will appear in the Manage Individual Contacts tab.

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12. Select the Manage Contacts via Sub-Lists tab to view assigned sub-lists.

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13. Click the arrow next to the sub-list name to view the contacts within that sub-list.

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14. The contact can be assigned to other sub-lists using the Add Sub-Lists option.

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15. Select the check boxes next to the chosen sub-lists.

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16. Select Done.

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17. Sub-Lists added using this method will not have a gray contact icon displayed next to the sub-list name.

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18. Select the View All Contacts tab to view all of the contacts assigned to the selected contact.

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19. Select the View Groups tab to view all of the groups assigned to the selected contact.

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20. Groups assigned to the selected contact will appear in this screen.

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21. Select Save to save the changes.

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22. Select OK.

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23. The changes are saved for the contact.

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