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Creating and Using Contact Groups

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Table of contents

Overview of Contact Groups

Contact Groups

Creating a Contact Group allows you to save a predefined set of attendees, i.e., if there is a group of people who you frequently invite to meetings, using a Contact Group means that you no longer have to type in each person in the Attendees field every time a new meeting is created for that group.

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Creating a Contact Group

  1. Navigate to the Address Book in SFU Connect.

    Address Book Tab

  2. Click on the small arrow beside the New button. Choose New Contact Group.

    New Contact Group

  3. The New Contact Group menu should appear.

    ANew Contact Group Menu

  4. Enter a name for the Contact Group. The large Contact Group title will populate as you type.

    Name the Contact Group

  5. If you have more than one Address Book, choose the one in which you would like to create the Contact Group. Otherwise, leave it set to Contacts, which is your default Address Book.

    Choose location

  6. In the Add Members to this Group section, type in the name of the people you would like to add to the group and click Search to bring up a list of search results.

    Find Members

  7. Select the person you would like to add and click the Add button, and they should appear on the list on the left of the screen. You may also double click on the search result to add the person.

    Add Members

  8. If you know the e-mail addresses of the people, you can also enter them in the following field, separated by commas. Click Add to add them to your list on the left of the screen.

    Add Members

  9. Once you have finished, click the Save button at the top left of the screen.

    Save

  10. Your new Contact Group has now been created.

    Contact Group Created

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Using Contact Groups in your Calendar

  1. Navigate to the Calendar tab in SFU Connect.

    Calendar Tab

  2. Click on the New button near the top left of the screen to create a new appointment.

    Click on New

  3. To add your new Contact Group, go to the Find Attendees tab.

    Add Contact Group

  4. By default, the system pulls up an initial list of accounts in the systems Global Address List. Choose Contacts for the Source.

    Global Address List

  5. If you already have many contacts set up in your Address Book, you may need to perform a search for your Contact Group. Type in the Contact Groups name in the Find field and click Search.

    Search Contact

  6. A list of matching search results will appear.

    Search Results

  7. To add the Contact Group, you can double click on it. You may also select it and click the Add button.

    Add Contact Group

  8. Once you have done this, you will see that all of the members of within the Contact Group have been added below in the Attendees for this Appointment field.

    Attendees

  9. If you wish, you can remove individual attendees by selecting the contact and clicking on the Remove button. Again, you may also double click to remove that contact. (Note: Doing either of these will remove the contact from this particular appointment; it will not permanently remove the contact from your Contact Group in your Address Book.) The Contact Group members added to this appointment can also be seen in the Attendees field under the Appointment Details tab.

    Double Click to Remove

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Related How-To Guides

For instructions on how to:

  • Create a new appointment, see Creating Appointments
  • Check the availability of people, rooms, or resources, see Checking Availability

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