How do I create a new group_list for a single contact?

New groups for single contacts can be created when adding a single contact, or via the contact's profile. To read more about creating groups for multiple contacts, click here. 

 

Creating a new group via Add Single Contact

Account admins and program admins (and counselors, if permitted by admins)

Programs tab

If you are using the Add Single Contact feature (in the Programs tab), simply type the name of the new group in the Groups text box. A dropdown will appear with your typed group name and Add to List - click to add the new group. Repeat this process if the contact should belong to more than one new group. Fill out the required fields and any other fields that you would like to populate. Finally, click Add Contact at the bottom of the page to create the contact and the new group(s). 

Image of Add Single Contact Screen with new group name entered in Groups field

 

Creating a new group via the contact profile

All users

Contact profile (accessible by clicking a contacts name anywhere on the site)

Start by clicking a contact's name to view their profile. Click into the Groups text box, and type the name of the new group. A dropdown will appear with your typed group name and Add to List - click to add the new group. Repeat this process if the contact should belong to more than one new group. Click Save at the bottom of the page to update the data and create the new group(s). 

Image of Contact Profile with new group name typed into the Groups field

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