Effective internal communication is the backbone of any thriving organization. With Udext, you can streamline your team's communication by organizing contacts into specific groups. Whether it's different departments, project teams, locations or management tiers, Udext's group feature ensures that the right message reaches the right team members.
What are Groups in Udext?
Groups in Udext are like virtual team rooms. They allow you to segment your organization's members based on their roles, departments, or any other criteria. For instance, you might have groups such as the "Maintenance Team", "Los Angeles", or "Warehouse Team". By creating these groups, you can ensure that announcements, updates, or any other communication is targeted and relevant.
Creating a New Group
From your Udext dashboard, head to the 'Contacts' section.
Click on ' Create New Group'.
Give your group a descriptive name, such as "Shift 1" or "Los Angeles"
Click 'Create Group', and your new group is set up.
Adding Contacts to a Group
Navigate to the 'Contacts' section on the leftside menu.
Click on the 'Groups'.
Click on the 'View Contacts' for the group you are adding contacts to.
Click on the "Add Contacts".
Search for and select the contacts you wish to add to the chosen group.
Once you select all contacts, click on the "Add Selected Contacts", and you are all set.
Removing Group Members
Go to 'Groups' and click on "View Contacts" for the group you wish to manage.
You'll see a list of all group members in said group.
To remove members, select the ones you'd like to remove and click 'Remove from Group'. If you're sure, click 'Remove'.
Your changes are saved in real time.
Deleting a Group
In the 'Groups' section, find the group to be deleted.
Click on the 'Delete' icon next to the group's name.
A pop-up will ask for confirmation. Remember, deleting a group is permanent, but the members within will remain in your overall contact list.
If you're sure, click 'Confirm'.
Questions? Chat with us or email [email protected]