Groups
Groups are how Covve sorts contacts by event, client, region, or however you think about your network.
Add a contact to a group
Open the contact and find the Groups row.
Tap Add.
Pick an existing group, or tap New Group and type a name.
Tap Save.
Group several contacts at once
On your contact list, tap New Group on the filter row and type a name. Select the contacts you want, then tap Save. The group is created with those contacts already in it — faster than adding them one at a time after an event.
Rename or delete a group
Go to Settings → Edit groups, which is described as "Rename or delete groups".
Tap a group's name to rename it. Tap the bin icon to delete it. Deleting asks you to confirm, and tells you what it will and won't do:
Delete group?
The cards will remain available, but the group will be deleted.
Nothing is lost when a group goes. The contacts stay; only the grouping disappears.
Finding a contact
Search from the top of your contact list. The box reads Search cards, and it looks across the details on the card, so a company name works as well as a person's.
If nothing matches, you'll see No results found.
Sorting
Tap Sort by on the filter row to reorder the list:
First name
Last name
Company
Date added
Filters
Tap the filter icon to open Filters. What's available depends on whether you're in a team.
Filter | What it narrows to |
|---|---|
Show | All, Team, My leads, or Private. Only appears if you're in a team. |
Members | Contacts captured by specific teammates. Your own row is marked (you). |
Groups | One or more groups. No group finds everything ungrouped. |
Date | A Start date and End date range. |
Reset clears everything; Apply puts the filters to work.
"No group" is the most useful filter here. Run it after an event and you'll see exactly which contacts you captured but never sorted, while you can still remember who they were.
Working with several contacts at once
Long-press any contact in the list, or tap Select in the list toolbar.
The header shows how many you've picked "3 selected" and you can tap Select all or Unselect all.
Action | What it does |
|---|---|
Export cards | Sends them out as Excel or CSV. See Exporting your contacts. |
Add to groups | Puts all of them into a group at once. |
Send your card | Sends your digital business card to all of them. |
Delete | Removes them. See Deleting contacts. |
FAQ
Does deleting a group delete the contacts in it?
No. The contacts stay; only the group disappears.
Can I put a contact in more than one group?
Yes. Pick as many as apply in the Add to Groups modal.