Contact groups organise your contacts into named buckets — useful for client segmentation, vendor lists, or any other cross-cutting grouping. Go to Contacts → Manage Groups, then Create Group to add a new one. A contact belongs to one group at a time, set on the contact's create/edit form. The default group is changeable via Make Default in a non-default group's row menu. Non-default groups can be deleted only when empty.

What contact groups are for

Groups are named containers for contacts. Each contact belongs to one group at a time — there's no multi-group membership. Use groups for:

  • Per-client lists for agencies tracking multiple clients
  • Internal vs External contact separation
  • Department-based grouping (HR contacts, vendor contacts)
  • Geographic grouping (regional teams or client locations)
  • Any other organising axis you find useful

Creating a group

  1. Go to Contacts.
  2. Click the Manage Groups button.
  3. On the Contact Groups page, click Create Group.
  4. A modal titled New Group appears.
  5. Enter the group name and click Save.

The new group appears in the Contact Groups list and becomes available for contact assignment.

Assigning contacts to a group

Group assignment happens in two places:

Per contact (create or edit form)

When creating or editing a contact, select the group from the group field on the form. The contact moves to that group on save.

At import time

When importing contacts via Excel, all imported contacts go into the group currently selected in the Contacts view at import time. There's no Group column in the import template — group assignment is per-import-session, not per-row.

There is no bulk "add selected contacts to group" action inside the Contact Groups page. To bulk-assign existing contacts to a group, the practical workaround is import-with-selected-group, or open and edit each contact one at a time.

A contact belongs to one group at a time

Remindax does not support a contact being in multiple groups simultaneously. If you change a contact's group, they move — they don't get added to another group while remaining in the first.

If you need a contact to span multiple categories, consider using tags on reminders (cross-cutting) for that grouping axis, rather than expecting contact groups to handle it.

The default group

When you don't specify a group, contacts land in the default group. The default is shown with a check icon in the Contact Groups list.

Changing the default group
  1. Go to Contact Groups.
  2. Find a non-default group.
  3. Open its row action menu.
  4. Choose Make Default.

The new default group is set; the previous default no longer has the check icon.

(The currently-default group doesn't show the Make Default option — only non-default groups do.)

Deleting a group

Groups can be deleted, but with a constraint:

A non-default group cannot be deleted while it contains active contacts.

If you try, Remindax shows the error:

"Cannot delete group with active contacts"

The correct workflow:

  1. Move or delete the contacts in the group first (edit each contact and change their group, or delete the contacts).
  2. Then delete the empty group via its row action menu.

The default group can't be deleted directly — you'd have to make another group default first, then delete the (no-longer-default) one (still subject to the empty-only constraint).

Renaming a group

Open the group's row action menu in Contact Groups and edit. Save the new name. Existing contacts in the group are unaffected.

What happens next

  • New groups are immediately available for contact assignment.
  • Contacts moved between groups carry their existing reminder attachments.
  • Group renames propagate everywhere the group name is shown.

Edge cases & gotchas

  • One group per contact. No multi-group membership. If you need multi-axis grouping, use tags on reminders instead.
  • No bulk "add to group" action. Use import-with-selected-group, or edit individually.
  • Delete-blocked for groups with contacts. Move or delete the contacts first, then delete the group.
  • The default group has a check icon in the Contact Groups list. Switch default via Make Default on a non-default group.
  • Import respects the current selected group — select the right group before importing if your imports should land somewhere specific.
  • No "Move all contacts to group X" bulk action exists. Manage contact-group membership per-contact, or via fresh import.

Related questions

  • How do I create a contact group? Contacts → Manage Groups → Create Group → enter name → Save.
  • Can a contact be in more than one group? No — one group at a time.
  • How do I change the default group? Contact Groups → non-default group's row menu → Make Default.
  • Why can't I delete this group? It probably has active contacts. Move or delete them first, then delete the empty group.
  • What's the error if I try to delete a non-empty group? "Cannot delete group with active contacts".
  • How do I bulk-add contacts to a group? No bulk action exists. Use import-with-selected-group, or edit contacts individually.

Related articles

Add a contact · Bulk import contacts · Edit or delete a contact