Known issue – information panel doesn't open for clients and contacts when you sort with Group by
You won't be able to view more details for a client on the same page as the Contacts list when you:
- click the Group by drop-down
- select Group
- select a client.
You’ll need to click on the client’s name and go into the client workspace to view their details.
To view the list of Groups, select Contacts and then, in the Group by drop-down, select Group.
To search for a group, enter the group name in the search field:
All clients view
When you select All clients on the left panel, you can see the contacts consolidated by their group names. If a contact doesn't belong to a group, they will show under No Group.
To view the contacts under the group, click the down arrow before the group name:
Single client view
To view the group a client or contact belongs to, select Contacts and click anywhere other than the name to view the details on the right-side pane.
The groups will be visible below the client's name.
From the client details section, you can
- add a client or contact to a group by selecting +Add to group
- edit a group name or delete a group by clicking the group's name.