---
title: "Groups (Intro)"
canonical: "https://support.inphonite.com/space/KBPUB/1151795202/Groups%20(Intro)"
format: markdown
---
# Introduction & Use case

![GroupsContactPageMultGroups.png](media://114ecfee-4cc9-4f64-a314-9b794bfa144e)

Groups are a useful tool for when the usual flags (Custom Fields) are all used up and the contacts still need to be categorized. This can happen when some contacts can have more than one flag at a time- this is when this is most beneficial as assigning multiple groups to a contact can relieve the use of custom fields for other purposes.

# How to Access

# Control Breakdown

## Create a New Group

> ⚠️ Groups can be mapped from within the imports, so it may not be necessary to create one manually. Please contact our support team if you are unsure of your import’s configuration of groups.

![AddNewGroup.png](media://1472c363-8ad6-420c-a511-9981c999bd00)

A new group can be created by clicking the button above the list of groups labeled <u><span style="color: #ff5630">+ New Group</span></u>. A new instance requires a name before it can be saved, so enter the name in the white space under ‘General’. Only now can the <u><span style="color: #36b37e">save button</span></u> be pressed to save your changes.

## Delete a Group

![GroupsDeleteGroup.png](media://b2821e59-98a1-4cd6-8fa1-54075b82f56c)

Any group can be deleted as quickly as two clicks. The first step is to select the group to be deleted, then press the button in the top toolbar labeled <u><span style="color: #ff5630">Delete</span></u>.

## Assigning Groups

> ⚠️ Just like groups can be created from the imports, they can also be assigned, so assigning them manually is only applicable for select contacts that are already in your schedule data. This is most appropriate for one-time use, such as

Groups can be assigned to each contact by navigating to the contact’s page.

![image-20240604-213641.png](media://b72dc86d-368c-4820-b1c9-ba54df9ef79e)

> ℹ️ Learn more about [Contacts](https://inphonite.atlassian.net/wiki/spaces/KBPUB/pages/1147305985/Create+Modify+Delete+Contacts).

Select your desired contact in the list on the left (left image) and scroll to the bottom of the contact page to see the Groups section (right image). 

![GroupsContactPageMultGroups.png](media://114ecfee-4cc9-4f64-a314-9b794bfa144e)

Groups can be selected and deselected for each contact by pressing the checkboxes.

# Filters

While Groups are in use, these filters can be applied to many tools within Inphonite listed below.

> ℹ️ Learn more about [Rules](https://inphonite.atlassian.net/wiki/spaces/KBPUB/pages/1114734593).

> ℹ️ Learn more about [Reports](https://inphonite.atlassian.net/wiki/spaces/KBPUB/pages/962691106).

> ℹ️ Learn More about the [Instant Message Tool](https://inphonite.atlassian.net/wiki/spaces/KBPUB/pages/1068433409).

# Review

Groups are best useful when custom fields are all occupied and your contacts are still in need to be categorized and organized. When multiple flags are used, your custom fields can become cluttered and run out before you know it. Just like custom fields, groups are applied to filter your contacts in various tools in Inphonite.

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# Support

If you are unable to find answers to your questions, our Technical Support Department is here to help.

**Contact Us:**

- **Email:** [support@inphonite.com](mailto:support@inphonite.com) to open a support ticket.

**Support Hours:**

- **Eastern Time:** 9:00 AM - 6:00 PM
- **Pacific Time:** 6:00 AM - 3:00 PM
- **Days:** Monday through Friday

All requests will be responded to within one business day. Our Technical Support team addresses requests in the order they are received. Customers with Elite support will be prioritized and attended to by the next available Support Technician.

**PLEASE NOTE:** Before contacting our Technical Support Team, please review our article [Before You Contact Support](https://support.inphonite.com/space/KBPUB/56950798/Before+You+Contact+Support).

For more tips and useful information check out our other resources**:**  
● [Inphonite Blog](https://www.inphonite.com/resources/blog) ● [News](https://www.inphonite.com/resources/news) ● [YouTube](https://www.youtube.com/user/inphonite)