How Do I Remove a Person from a Group When in Their Record?

Navigation: Contacts Record

In some circumstances, you may wish to remove a contact from one or multiple groups - to find out how to do this, follow the steps below: 

Remove from Group  

Step 1: To remove a member from a group, you first need to go into the contact record.

Step 2: From here you need to hover over the ‘Actions’ icon and select ‘Remove from group’.

Step 3: You will then see a pop-up box appear with the groups which you can remove the contact from. Tick the groups you wish to remove the contact from and click ‘Remove’.

Step 4: A pop-up will appear asking ‘Remove contact from selected group(s)?’. Click ‘OK’ if you are happy to remove the contact from the selected group(s).

Step 5: A pop-up will appear to confirm the contact has been removed from the group. Click ‘OK’.

Once you have followed these instructions you will have successfully removed a contact from a group(s).