The Contacts feature allows users to add, view, edit, and delete contact information. Users can manage both My Contacts and Public Contacts. Once contact groups are created, they can be referenced in fields such as CC when filling out forms.

1. Create a Contact Group

Go to Dashboard > Contacts > Create Contact Group.

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• Enter a list name and select users, then click Save to create a contact group in the contacts list.
• If you select Public Contacts when creating the group, it will be created under the Public Contacts tab.
• If the user you want is not available in the selection list, go to Admin > User Management > Users > Add User to maintain the user list.

2. Use a Contact Group

Using requirement creation as an example, go to Product > Development Requirements > Create Requirement. In the CC field of the form, click Contacts to quickly select a contact group that has already been created.

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