Contact Groups

**Marlin GTX** enables reports to be emailed to members of a contact group, such as management or bookkeeping teams.

>Add link in contacts doc

This applies to reports printed individually and to documents retrieved from the Report Keeper.

Contact groups can be viewed and edited by selecting System > System Files > People > Contact Groups from the menu bar.

To enable contact groups in your GTX system, contact the Megabus Support Team.

Adding Contact Groups

System > System Files > People > Contact Groups

New contact groups can be added by clicking the **Add** button at the top of the Contact Groups module.

The Add Contact Group window will open.

In the Details tab:

• Enter a Code and Name for the contact group
• Click **Save**

Contacts can then be assigned to the group using the Contacts module.

Assigning Contacts to Groups

To assign a contact group:

• Select Main > Contacts

For each contact:

• Open their Maintenance file in **Edit** mode
• Use the Contact Group picker to select the group
• Click **Save**

Note — Contacts can only be added to one contact group at a time.

Emailing Reports to Contact Groups

Reports can be emailed to contact groups when generated individually or retrieved from the Report Keeper.

To email a report:

• Generate or retrieve the report
• Click the **Send Email** icon

A list of addresses from the default contact group will open:

• Untick any recipients you want to exclude
• Click Ok

Note — To change the default contact group, contact the Megabus Support Team.

The Send by Email screen will open with the addresses pre-filled:

• Additional email addresses can be added if necessary
• • Separate addresses with a semi-colon followed by a space (i.e. "; ")
• Update the subject or attachment format if required
• To send, click Ok

Note — Contacts must have an email address added in their Maintenance file, otherwise they will not appear in the list.