| Contact Wolf provides 3 separate
directories (personal, business, custom) for you to
separate particular contact record types. However it also
provides a powerful option to categorize or group
your contact records. You can create Groups (categories)
for each separate directory and assign each contact record
to up to 4 groups.
Groups allow you to easily list only the
contact records that belong to a particular Group.
For example : You may want to create a
group named "Clients" in the Business directory.
You can create groups by 3 different methods in
Contact Wolf.
HOW TO CREATE GROUPS:
1) Click on the Add/Edit
Record button in the left window pane of Contact Wolf to
add a contact record.. Simply enter the
Group name in one of the 4 group assignment boxes. If the Group does not
already exist it will be automatically created for you.
2) Click on the "+/-"
button to the right of the SEARCH button at the top of the
Contact Wolf main window. This will open a window where
you can Add/Delete Groups.
3) Right click in the
Groups List box directly to the left of Records List box
(where the Names of the records are displayed) and select ADD from the popup menu.
NOTE: If you do not see the GROUPS Control you
may need to enable it by selecting:
Preferences->Interface Options->Group
Control->Enable
TIP: Groups are
Directory specific which means the group you create
only exists in the Directory (personal, business,
custom) that is selected when its created. This way you
can have many different groups for each Directory.
NOTE: ALL records automatically belong to
the "ALL" Group. If you click on the Group named
"ALL" in the Groups List Box it will display all records
for the currently selected Directory (personal, business, custom).
Once the Group is created it will also appear in the
drop down menu to the right of each Group Assignment
box when you Add/Edit a record. So to
assign the category "Clients" to any other records simply
Add/Edit the record and click on the small down arrow
next to one of the 4 Group Assignment boxes and select
"Clients" from the drop down menu.
HOW TO LIST ONLY RECORDS
FROM A GROUP:
Once you have assigned the "Clients" category to
several records you can easily list and select only your
"Clients" contact records by:
1) Click on the "Clients"
Group in the Group List box. This will display any records
currently assigned to this Group.
2) Enter the Group name in
the SEARCH Box and then Click on the SEARCH
button, only records from the "Clients"
group
assignment will be listed.
TIP: If the
"Clients" records are not listed make sure you have the
Categories enabled in the Search options by clicking on
the "?" button next to the
search phrase box.
Now that you have only the "Clients" records
listed you can "TAG" or select all the "Clients"
records by clicking on the "TAG ALL" button located
below the Records List where the record names are
displayed. Once you have the records tagged you have
several options:
1) Print a Report of the Tagged Clients records
2) Send Email to the Tagged ( Clients) records
3) Print the tagged Clients records to labels
4) Export the tagged Clients records into
many different formats (WORD, xml, Excel, text file, etc)
5) Create an HTML page for the Tagged Clients
records that you can upload to your server so you have
access to their contact information from the internet
You can assign a contact
record to a maximum for 4 different groups, ie., each record can belong to 4 different
categories or groups. So you may want to create another
category named "Friends" and assign it also to some of the
"Clients" records if appropriate. Then if you want to list
only records that belong to both the "Clients" and
"Friends" categories you would:
1) Enter into the SEARCH Phrase box
Clients + Friends
2) Click on the SEARCH button ( see the Help Topic How
to use the Search Option) for more information on how to
search for multiple phrases
Groups (categories) are a powerful way for you to group records
in Contact Wolf. Grouping records allows you to List and
TAG the records and perform many different functions on
the group.
HOW TO ASSIGN MULTIPLE
RECORDS TO A GROUP: Often you may need to
create a new Group and assign multiple records to it.
Contact Wolf makes it simple.
1) Method #1
Click on the ALL Group in the Group selection box to
list ALL records.
Click on the letter tab A-Z to list records alphabetically
Hold down the Ctrl Key and click on any records to be
added to the group
Right click and select "Assign Selected records
to Group"
2) Method #2
TAG all the records you would like added to the
Group
Right click in the list where the Names of the
records are displayed and select "Assign Tagged records
to Group"
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