Contacts group in SM 17.x
Question asked by Giorgio Borra - 11/29/2019 at 2:10 PM
Answered
Is there a way to create Groups in contacts ? 
It will be very useful.
Thanks

Giorgio

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Ben Gilstrap Replied
Employee Post Marked As Answer
Giorgio,

You can use categories to accomplish this.  First, click on the hamburger button at the bottom left corner of your webmail interface when viewing your contacts.


Next, click on New Category.


In the modal that pops up, enter a name for your new category and save it.  Now when you're viewing a contact, you can put it into the new category by using the toggle next to the category name.

Ben Gilstrap
Regional Sales Executive
SmarterTools Inc.
(877) 357-6278
www.smartertools.com
1
kevind Replied
@Giorgio - good question. I requested they make the Contacts UI more intuitive a few years ago and it's the 2nd highest-voted request in this forum.

Even though it's marked as completed, it still doesn't work that well. Creating a new group should be simpler. And clicking on a group should show the contacts in that group (like Google Contacts), not bring up a dialog to rename the group.
0
Ben Gilstrap Replied
Employee Post
Kevin,

You can use the eye icons to hide or show the different categories of contacts you have.

Ben Gilstrap
Regional Sales Executive
SmarterTools Inc.
(877) 357-6278
www.smartertools.com
0
Giorgio Borra Replied
Thank you Ben, it is useful only if we use webmail and only if we use few catdegories otherwise it is confused.
If I use Outlook and try to add contacts to Outlook from menu actions, it return a Sharepoint error and dont sync with Outlook.
Giorgio

0
Ben Gilstrap Replied
Employee Post
Giorgio,

Your best bet for syncing with desktop Outlook will be to utilize MAPI once it is ready for production.  If you want to test the public beta in the meantime, you can find more information here:

Ben Gilstrap
Regional Sales Executive
SmarterTools Inc.
(877) 357-6278
www.smartertools.com
2
kevind Replied
Thanks Ben. I realize there's a way to do it.  Just don't think the 'eyeball icon' is very common in UI design. A checkbox in front of the group would be more intuitive.

Also, might consider renaming Categories to Groups or Labels to be more like other email systems. Not criticizing, just trying to make SM better and reduce support calls.
0
Ben Gilstrap Replied
Employee Post
Kevin,

If you'd like to make another post specifically for that suggestion, I'll get it submitted as a feature request for you.  That way the other community members can weigh in on it as well and we can make sure it gets the necessary visibility to be considered for future SmarterMail releases.
Ben Gilstrap
Regional Sales Executive
SmarterTools Inc.
(877) 357-6278
www.smartertools.com
3
kevind Replied
Ben, yes, did that a few years ago and everyone said it was a good idea...

Would appreciate anything you can do to help it get the visibility needed to be considered for a future release. Thanks!
1
Ben Gilstrap Replied
Employee Post
Kevin,

I've made sure that it's in our feature request tracking system for you.  Thanks again for the suggestion!
Ben Gilstrap
Regional Sales Executive
SmarterTools Inc.
(877) 357-6278
www.smartertools.com

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