Selecting Groups beneath the Contacts tab displays the Contact Groups screen, illustrated below. The Groups feature allows you to gather together contacts from similar (or the same) organizations or demographics. Groups are displayed on a My Groups list, with the Group’s Name, Created (date the Group was created), Approx. Members and Membership Locked (whether or not additional members can be added to the Group) status shown. 
Clicking a Group on the My Groups list displays the following pop-up window, which provides you with additional options when working with Contact Groups. 
Click Open Contacts to open the Contact Group with the Group’s first Contact’s Contact Card displayed, as shown in the following illustration. 
Navigate through the Contacts within the Group by clicking Previous Contact or Next Contact.
Click Possible Duplicates to search through the Group for possible duplicate Contacts. If possible duplications are found, the following screen is displayed, allowing you to resolve them.
Select a contact on the Possible Duplicates list to merge with the current Contact using the illustration below or click Finish to indicate that the Contact is not a duplicate. During a merge, all associated information (e.g., business processes, history) from the duplicate will be moved to the current contact. 
Select the check boxes from the different sets of Contact information that you want to use for the Contact and then click Merge Contact to merge the Contact information, or click Mark as Non-Duplicate to indicate that they are two different Contacts.
Click List Contactsto open the Contact list for the Group as described at the beginning of this section of the document.
Click Edit Group to edit the Contact Group using the Contact Group Editor, illustrated below, where you can make modifications to an existing Contact Group. 
Modify the name of the Group in the Name text field, select or deselect the Lock Membership checkbox so you can add additional members or lock the Group so no new members can be added, and modify the Conditions that have been established for the Group, if necessary. Then click Save to save your changes to the system or click Cancel to close the editor without making any changes.
Click Share Group to display the Group Sharing screen, illustrated below, which is used to share a Contact Group with other Users of the system.
Click Delete Group to delete the Contact Group. The Delete Group window, illustrated below, is displayed to ensure that is your intention.
Click OK to remove the Contact Group from the system or click Cancel to close this window without deleting the Contact Group.
The Group Operations function allows you to take specific actions on a Contact Group, as shown in the following illustration, including Tag Contacts, Record a Note, Campaign Creator or Automatic Drive.
The Groups Shared With Me portion of the screen lists any Contract Groups that are shared with you.
Selecting Record Note from the Group Operations menu displays the Record Bulk Noteeditor, a word processor unique to 1to1Real™, which allows you to send a note to all members of a Contact Group. Follow the steps below to record a Note to all members of a Contact Group.
The following formatting options are available from left to right on the menu bar:
Make text Bold, Italic, Underscore or Strike-Through; align text Left, Center or Right; create a Bulleted List or a Numbered List; select a specific Font; adjust the Size of the text; change the Color of highlighted text, change the Background Color of the Note; add a Hyperlink, remove a Hyperlink; paste as Plain Text, paste from Word.
Note: Any Notes added here will be displayed within the Historyportion of each member of the Group’s Contact Card.
- Select a Notebook with which to associate the Note from the Notebook list.
- Select the type of Note that you want to create from the Note Type list. Available options are Phone, Email and General.
- Use the word process to compose the new Note, using the formatting icons on the menu bar to configure it.
- Click OK to generate the new Note. A Bulk Note Confirmation window, illustrated below, is displayed to indicate that the new Note was successfully created.
- Click Cancel to exit the Record Bulk Note Editor without composing the new Note.
Selecting New Group alongside the Group Operations list displays the Group Editor as shown in the illustration below, where you can create additional Contact Groups within 1To1 Real™. Follow the steps below to a new Contact Group.
- Enter a name for the new Contact Group in the Name text field.
- Select the Lock Membership checkbox to make membership permanent for any Contacts that you add to the Group. This disallows additional members from being added to the Group.
- Establish conditions upon which membership will be dependent by making a selection
from the Parameters list then selecting whether the condition should be Equal To or
Not Equal To the Parameter selected in order for a Contact to be a member of the New
Group. - Click Save to save the Contact Group or click Cancel to close the Group Editor without
saving the new Contact Group. The Group Editor window, illustrated below, is displayed
to indicate how many of your Contacts satisfied the parameters selected above; click OK
to close this window.