How to Create iPhone Contact Groups

Have you ever wanted to create iPhone contact groups or iPad contact groups on your iPhone or iPad to make it easier to locate and contact groups of people for which you regularly have discussions? Currently, the stock Contacts app for iOS doesn’t let you create and manage iPhone contact groups on the fly. A third-party app such as LifeTopix is required. Watch the video below to learn how to create iPhone contact groups with the LifeTopix app.

Creating iPhone Contact Groups Video

Note: You can create contact groups for iPhone without purchasing the Pro Contacts Pack in-app purchase in LifeTopix; however, some features shown in the video may not be available.

Transcript

Welcome to the iPhone Contacts Group Tutorial.

This video discusses one of the many CRM features you can take advantage of with your LifeTopix app from LightArrow.

Today I’ll discuss how to create iPhone contact groups with LifeTopix. Currently, the stock Contacts app for iOS doesn’t let you create and edit iPhone contact groups on the fly. A third-party app such as LifeTopix is required.

You can create contact groups for iPhone without purchasing the Pro Contacts Pack in-app purchase in LifeTopix; however, some features shown in the video may not be available.

In this video, I’ll show you how to

  • create a new contact group
  • manage contacts in the contact group
  • and make contact with people in your contact groups

First, let’s create a new contact group.

  1. Start by tapping the People + Services topic in LifeTopix.
  2. Then tap the Groups tile.
  3. Tap the Plus Sign to create a new group.
  4. Name the group. I’ll call it Business Contacts as shown here.
  5. Then tap Create and Add More Data then tap Members. This loads both your iOS contacts and any contacts that you’ve created in the LifeTopix app and allows you to add members.
  6. As shown here, tap all the contacts you wish to add to the group, then tap Save. You now have a new contact group. You can go back to see your newly created group.

Next, I’ll show you how to manage details about those contacts.

  1. Start by tapping the People + Services topic in LifeTopix.
  2. Then tap the Groups tile.
  3. Choose the group you wish to manage details for. Then choose the contact by tapping it and tapping Open.
  4. To change an item, such as Status, tap it and then choose or type the appropriate selection or information.
  5. As you can see, there are several details that you can save for your contacts including status, comments, contact logs, phone numbers, location, social media profile information, and more.

Next, I’ll show you how to contact groups of people,  businesses, or individuals in groups directly through the LifeTopix app. No need to use the stock contacts app.

First, let’s contact an entire group of contacts at once.

  1. Start by tapping the People + Services topic in LifeTopix.
  2. Then tap the Groups tile.
  3. Tap the group you wish to contact.
  4. Tap email to contact the entire group.
  5. Or, tap text to contact the entire group.

If you want to contact individuals or a business, follow the next steps.

  1. Tap the group that includes the person or business you wish to contact and then tap Open. You can contact that person by tapping one of the icons listed here or you can tap Open for more options.
  2. Tap Call to make a call.
  3. Tap Email to contact them by email.
  4. Tap Text to contact them by text.
  5. Or tap one of the social media icons to contact them through a social media profile.

I hope you enjoyed today’s video.

I encourage you to watch our video about contact management custom log forms. It is important to note that groups can be used in custom log forms.

For more tips and tricks, visit our website at http://lightarrow.com

Thanks for watching.

2 replies

Trackbacks & Pingbacks

  1. […] We published an earlier post about how you can group contacts using your iPhone or iPad. Read How to Create iPhone Contact Groups to learn how to group contacts on your iPhone or iPad on the […]

  2. […] Learn how to create iPhone contact groups on your iPhone or iPad. Make it easier to locate and contact groups of people by email or text. Watch the video.  […]

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