How to Set a Group for a Related Contacts

Step-by-Step Walkthrough

1. Navigate to the Settings page.

2. Select the Fields option.

3. Find the related contact field (create one if necessary by clicking the plus sign).

4. Select the desired related contact field.

5. Click on the option to create a new group.

6. Select a column to base the group on (e.g., "is department head").

7. Click "Add filter" and Set the filter parameters

8. Click save.

9. Click update.

10. Go to your contacts list.

11. Select a contact and attempt to set a value for the field you used.

12. Verify that only the filtered contacts appear as options.