How to Set a Group for Related Contacts
This walkthrough answers the questions: How do I limit who can be selected as a recruiter or manager? Where do I set a group for my related contacts?
Step-by-Step Walkthrough
Navigate to the Settings page.
Select the Fields option.
Find the related contact field (create one if necessary by clicking "New Field" in the top right corner).
Select the desired related contact field.
Click on the option to create a new group.
Select a column to base the group on (e.g., "department: sales").
Click "Add filter" and Set the filter parameters
Click save.
Click update.
Go to your contacts list.
Select a contact and attempt to set a value for the field you used.
Verify that only the filtered contacts appear as options.
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