Capitan Systems Limited

Best viewed on a device with a bigger screen...
Tel: 0208 051 7906

Capitan Knowledge Base

In this video:

  • Find the contact that you'd like to add or remove.  
  • Clicking the edit button beside the contact's name takes you into the full edit mode.
  • Go to the Group Membership dropdown box.  
  • Tick beside the group names to add the contact to the groups. Click save the changes and await Capitan's response.  
  • If the groups are already ticked, untick them to remove the contact from the groups. Again, remember to click save the changes.
  • Alternatively, clicking the contact's name in the directory takes you to their profile
  • Go to the Group Membership panel which will show any groups this contact is already a member of.
  • To add them to groups simply tick beside the group names and click add. The Group Membership panel will refresh when the process is complete.
  • To remove the contact from a group simply click the remove button beside the group name
Access Key Enabled Navigation
Keywords for: Adding contacts to groups or removing contacts from groups via contact profile

bespoke website build, add to group, remove from group, contact profile, Capitan, CRM, e-marketing, e-billing, analytics, website, London, Kensington, Bayswater