You can add multiple Contacts (agents) to a Contact Group at the same time. However, you **cannot** add multiple **Groups to a Contact,** this has to be done one at a time.
**To remove a contact group from a contact** - Right click on the Contact Group you wish to remove - Select Delete  # How to: Create or Remove a Contact Group 1. Go to **Settings > General > Contact Groups** [](https://bookstack.pbr.org.au/uploads/images/gallery/2025-08/wu5image.png) 2. Select **ADD** > fill in template > SAVE [](https://bookstack.pbr.org.au/uploads/images/gallery/2025-08/efTimage.png)You can also edit existing templates by selecting - You cannot ad or remove Contacts from the group here. Please refer to [How to: Assign or Remo... | BookStack](https://bookstack.pbr.org.au/books/customlinc-staff-documentation/page/how-to-assign-or-remove-contactsagent-to-contact-groups)
# How to: Add Contact details to a contact (Agent). 1. **Contacts** screen 2. Search for Contact 3. Double-click on Contact **Organisation** 4. Select **Add** to add Postal and Physical addresses 5. Select **Add** to add Email, Phone, Fax, Facebook, Twitter and website **** **Individual** 4. Right-click under **Contact Methods** and select **Add Contact Method...** to add Email, Phone, Fax, Facebook, Twitter and website 5. Select **Change** to add/edit a Physical Address 6. Select **Change** to add/edit a Postal Address [](https://bookstack.pbr.org.au/uploads/images/gallery/2025-08/7a4image.png) **Changing existing Contact Methods on a Contact** Existing Contact Methods will appear on the right of the screen when the Contact is selected as at 1 below as an example. 1. Double-click on the Contact Method 2. Change details as required and select **OK** **** # How to: Export a list of emails from a Contact Group 1. Go to **Contacts** [](https://bookstack.pbr.org.au/uploads/images/gallery/2025-08/sxRimage.png) 2. Select the Contacts drop down to search for a contact filter. - From here you can click the arrows to expand the filters, the following are examples. - **Contact Groups** are managed on a per agent basis - an Agent (contact) can have **multiple Contact Groups** associated. - **Commission** is managed per Agent under **contract** an agent will only have **one active commission** at a time. [](https://bookstack.pbr.org.au/uploads/images/gallery/2025-08/VBCimage.png) 3. Select a filter and click **search** (Magnifying Glass) [](https://bookstack.pbr.org.au/uploads/images/gallery/2025-08/1HFimage.png) 4. Once all agents are loaded, **right click** any agent on the left side, select Export > CSV file [](https://bookstack.pbr.org.au/uploads/images/gallery/2025-08/W9Himage.png) 5. It will ask you to select a save locations, then it should automatically open up. In the CSV you will find an **EmailBusiness** header - This is the primary contact for each agent. 6. You can highlight all cells email cells then **copy & paste** these into the **To** section in Outlook. # How to: Create a New Agent in CustomLinc 1. Go to **Contacts** > Add Contact (**+**) > Click **Organisation** 2. **Fill in the Name & any other relevant data** - A code is required but is not used unless they are on account. We would recommend doing some sort of Business initials like PBR or PBRB for example. > **Hit Apply** [](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/image.png) 3. Select "**Agent**" > Click **Okay** 4. Select Apply, and close the windows to get back into the contact page[](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/DQzimage.png) 5. You should see the user on the left-hand side - **double click** and fill in contact details such a**s address and email contact.** [](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/Ttzimage.png) [](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/HMgimage.png) 6. **Apply** & **close** this window > **Double Click "Agent**" in the contact type tab. [](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/Py2image.png) 7. Go to the **contracts** area> **Right click** the grey space > Click **Add** [](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/SE2image.png) 8. Fill in details: - Booking Between - *Usually set day after request to prevent any issues with any bookings made that day*; - Travelling between *Usually set day after request to prevent any issues with any bookings made that day* ; - **Agent type** is the payment process the agent uses (**Invoice or Prepaid**); - **Price schedule** is their commission rate. **If an end date is put into this field the contract will be removed after that date.** [](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/VDUimage.png) 9. Finally go to brands and make sure Puffing Billy is ticked for the agent. > Hit apply and Close [](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/KX7image.png)