Computer Training

RoyalDrive 7.0 - Contacts and Groups

How to add a Contact or create a Group in the new version of RoyalDrive. 
Click on the video icon for a demonstration.

Add a New Contact

1. On the Toolbar, click the link Setup, the tab My Contacts, and then the New Contact button.
2. Enter the users's exact user name in the box provided.
   -Or- Use the Find option to locate the user within the organization (by Display Name or ID)
3. Enter the search criteria, and the click OK.
4. Place a checkmark in the box associated to the user and the click OK.

Add a New Group

1. Click the link Setup, the tab My Contacts, and then the New Group button.
2. Provide a name for the Group and then click OK.
3. Click the button Add Members and then Finish when completed.

Add or Remove Users to an Existing Group

1. Select the name of the Group to modify.
2. Click the delete icon "x" associated with the user to remove, or click the Add New Members button.

Delete an Existing Contact or Group

1. Click on the delete icon "x," which corresponds to the Contact or Group to delete.