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- In Microsoft Dynamics GP, choose select Cards > Service Management > Contact Management.
- On the Contact Setup window, in the Telephone field, select a contact.
- Choose Select the Group button.
- On the Contact Group window, select the group to assign the contact to.
- Select the effective and expiration dates.
- Choose Select Add. The group is added to the bottom of the window.
- Choose Select OK.
- Repeat these steps for each contact to assign to a group.