Adding Groups

If you are planning to use groups, a collection of individuals, then it is recommended to create at least one group so that when you add individuals you can add them to the group at the same time.

CLICK 'Phonebook Groups' in 'Online Phonebook' section on 'My Account' page to enter the phonebook.

In the 'New Group' field 'REPLACE' "your_group_name" with the desired name of the new group.

CLICK 'Add' and the created group will be listed below.

Repeat the steps above to create more groups.

Edit Groups

CLICK 'Phonebook Groups' in 'Online Phonebook' section of the 'My Account' page to enter the phonebook.

CLICK the group you want to edit. The page is separated into two sections. The top is for editing group details. The bottom is for deleting individual members.

Editing group details:

EDIT 'Name' to change the group name.

Group functions - click the topics below for expanded help.

• Add an individual
• Upload group members
• Download group members
• Delete this group
• Purge failed numbers

'Group ID' is set by the system and is used with the Electronic API.

CHECK 'Members can add themselves' for use with Electronic API.

CHECK 'Members can remove themselves' for use with Electronic API.

Group Members lists the current individuals in the group.

Deleting individual members

CHECK the individuals to be deleted from the group.

CLICK 'Remove selected' at bottom of page to delete the selected individuals. This only removes the individual from this group, not the Phonebook database.

Upload group members

This is the primary page for uploading multiple individuals to the phonebook using a Text (Tab delimited) File.

Create your 'Group Text (Tab delimited) File'. This file format is flexible in order but must contain Cell number, First name and Surname. Although that is the default field order a different order can be selected to match the file. It is recommended to enter cell numbers with country code and number with no spaces or leading zero, e.g. 27828872376. If the number starts with zero, not a country code, the default country code can be added during the upload. The First name and Surname must contain at least one character. The default file will be format as follows:
cell_number<TAB>first_name<TAB>Surname - one record per row.

CLICK 'Phonebook Groups' in 'Online Phonebook' section of the 'My Account' page to enter the phonebook.

CLICK the group you want to edit.

CLICK 'Browse' to select the 'Group Text (Tab delimited) File to upload from your PC. Once you have located the file select it and CLICK OK. (This is OS specific.)

CLICK 'Upload' to begin uploading the file. A status of the upload will be displayed. Verify that the numbers match the expected numbers. A sample status is shown below.

Lines found containing records in correct format: 300
Duplicate records skipped: 0
Records skipped that start with zero: 0
Upload complete

Download group members

This is the primary page for downloading your group in a Text (Tab delimited) File.

CLICK 'Phonebook Groups' in 'Online Phonebook' section of the 'My Account' page to enter the phonebook.

CLICK the group you want to edit.

CLICK 'Download group members'

If the group is large you will see a similar message, "This is a large group, with 1221 members - please be patient. Do not stop the download process if it takes a long time."

CLICK "Please click here to begin your download."

The file you are going to download is in the following format:
cell number <TAB>first name<TAB>surname (with one such record per line).

When the dialog box appears choose the destination directory, verify the file name and click OK. (This is OS specific.)

Delete this group

This is the primary page for deleting groups for the system.

CLICK 'Phonebook Groups' from the home page to enter the phonebook.

CLICK the group you want to edit.

CLICK 'Delete this group'

'Group name' displays the name of the group to be deleted.

CHECK 'Delete members of group as well' to completely remove the individuals in this group from your phonebook. THIS OPTION WILL REMOVE INDIVIDUALS EVEN IF THEY ARE IN MULTIPLE GROUPS - USE CAREFULLY.

Quick Edit Groups

This is the primary page for quickly editing group membership. The page allows you to choose a group and display individuals not in the group and individuals not in any group. Individuals can also be deleted from this page.

CLICK 'Phonebook Quickedit' in 'Online Phonebook' section of the 'My Account' page to enter the phonebook.

SELECT 'Group' from the drop down list for editing.

CHOOSE 'Display all individuals not in the current group' or 'Display only individuals who are not in group'.

CLICK 'Go' to display requested information.

To change group membership first select the individual, use the Shift key to select multiple individuals in a row or use the Ctrl key to select individuals not in a row.

CLICK '>>' (to add) or '<<' (to delete) from the group.

CLICK 'Delete selected' to completely remove selected individual from all groups and the phonebook.