When managing a large number of contacts in Kolleno, it's important to keep the view clear and easy to navigate. To help with this, you can group contacts in your task or contact lists based on shared details.
Grouping helps create a more structured layout, especially when multiple contacts share the same role or email address.
Here’s how grouping works:
Contacts are grouped when their email address, position and source match.
This allows you to see related entries under a single expandable row, using a dropdown-style menu.
You can expand or collapse these groups to view individual records as needed.
This feature doesn’t remove any data or merge contacts — it simply makes your view easier to scan and manage, especially in busy task lists.
Use grouping to navigate faster and stay focused on the actions that matter most.
