• To add a group:

  1. In the 'Address Book' section → 'Counterparties' tab, expand the 'Groups' list in the left menu and click the '+ Add a counterparty' button. Groups will help you navigate through the list of counterparties.

  2. In the modal window that opens, enter the name of the new group and click the 'Confirm' button.

• To edit a group:

  1. In the 'Groups' section of the left menu, select a group and click the pencil icon.

  2. Change the group name and click 'Confirm'.

• To add one or multiple counterparties to groups:

  1. In the 'All counterparties' section of the left menu, select the counterparty type — Legal entities or Natural Persons, check the counterparties and click the 'Attach to group' button.

  2. In the modal window that opens, select the appropriate groups from the dropdown list and click 'Confirm'.

• To add a counterparty to groups:

  1. In the 'Address Book' section → 'Counterparties' tab, select the counterparty type — Legal entities or Natural Persons and click on the counterparty. The counterparty card will open.

  2. Click the 'Attach to group' button and select the appropriate groups from the dropdown list.

  3. Click 'Confirm'.

• To create a new counterparty directly in a group:

  1. In the 'Groups' section of the left menu, select a group.

  2. Choose the type of new counterparty — Legal entities or Natural Persons.

  3. Click the '+ Add a counterparty' button.

  4. Fill in the counterparty details.

  5. Click 'Confirm'.

• To delete a group, click the trash bin button next to the group name. The counterparties from the group remain in the counterparties list.

• To delete one or multiple counterparties from a group, check the counterparties and click the 'Unlink Counterparties' button. The counterparties are removed from the group but remain in the counterparties list.

• To mass delete counterparties from a group, click 'Unlink All Counterparties'. To move counterparties from a group to the archive, check the counterparties and click the 'Move to archive' button.

Also see:

Address book → Contacts

Address book → Counterparties