Contacts & files

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1. Bulk add members of a contact group to another contact group

   I'd like to be able to add the members of a contact group (from the group's page) to another contact group in bulk. The only options at the moment are to bulk MOVE the contact from one group to another, or to go into each contact individually and manage groups to add them to another group. The other way is to choose them in bulk from the ALL contact page, but when you have lots of contacts & you are wanting a group which is made up of 2 or more other sub groups, this is not practical - I'd need to keep referring back to the sub groups & go through & tick each member individually. It would be much more efficient if from the group page I can just bulk add to anther group.

   I'd like to be able to add the members of a contact group (from the group's page) to another contact group in bulk. The only options at the moment are to bulk MOVE the contact from one group to another, or to go into each contact individually and manage groups to add them to another group. The other way is to choose them in bulk from the ALL contact page, but when you have lots of contacts & you are wanting a group which is made up of 2 or more other sub groups, this is not practical - I'd… more

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   0 comments  ·  Contact  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminAnis Anuar (Admin, Xero) responded

   Thanks for sharing your feedback here, Tori. We can see how being able to copy members from one contact group to another would make it quicker to manage and organise your contacts.

   This is already possible using Smart Lists. You can filter contacts by an existing Contact Group, select the results in bulk, and then click Option to add them to another Contact Group.

   Because this functionality is already available, I've updated the status of this idea to Existing Functionality. If this doesn't quite match the workflow you're looking for, please let us know more about your use case so we can better understand the gap.