Grouping

You can combine all Contacts and Organisations held within e-vol into Groups, giving users the ability to log the same Interaction against multiple Contacts. You can log Group Interactions such as email distribution and physical mail-outs at the time you undertake them, or even log them retrospectively.

You can create Groups with any number of contact combinations, such as:

  • Mail merge lists
  • Forums
  • Committees
  • Steering groups
  • Project teams
  • Email distribution lists
  • Newsletter recipient lists
  • Christmas card lists
  • Etc.

New in v2.0: Groups have now been upgraded with a much easier interface for selecting which organisations your contacts work on behalf of; you can even select a specific email or postal address.

New in v2.0: We have added dynamic Groups to the list of upgrades to the system; now it is possible to create a Group that automatically updates itself based on criteria you determine at creation.