Contact Groups

Contact Groups let you organise contacts into named segments — for example, Premium Clients, Residential, or Commercial. Groups can be used to filter contacts and target specific audiences.

Accessing Contact Groups

Go to Settings → Contact Groups.

Creating a Contact Group

  1. Click + New Group
  2. Enter a Name for the group
  3. Optionally assign team members who manage or are responsible for this group
  4. Click Save

Adding Contacts to a Group

  1. Open a contact from the Contacts list
  2. In the contact details, find the Groups field
  3. Select one or more groups and save

Alternatively, from the Contact Groups settings page, open a group to see and manage its members.

Using Groups

  • Filter the Contacts list by group to find all contacts in a segment
  • Apply discounts — document-level discount rules can target contacts belonging to specific groups
  • Reporting — filter reports by contact group to see revenue or work volume per segment

:::tip
Create a group for your top accounts so you can quickly filter and prioritise their works and invoices.
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