How to give a group by default to a new contact?

Question

I'm a new user testing CiviCRM 4.6.2 with WordPress 4.2.2.

I have users U1, U2... belonging respectively to groups G1, G2...

I would like that when user U1 creates a new contact, this contact would automatically be added to group G1. Is there a simple way to achieve this?

Answer 1

One option is to do it with profiles. You can automatically add contacts to a specific group when they are entered via profile. Create two different profiles for your two groups, and have your users enter all contacts through their own profile page in Profile-Create mode. However, if you find yourself needing to create a unique profile for every user, then it's time to re-assess the need. An extension would be better at that point.

Answer 2

You can create smart groups for this:

• Go into Search > Advanced Search and then open the Change Log pane.
• Select the Added option and enter the first user's sort name (yes, this ought to be improved) like "Smith, John".
• Run the search, and you should see the contacts he or she has created. (Adjust the search if you need.)
• At the top of the results, select All __ results and then select New Smart Group in the Actions drop-down.
• Give your new group a name and save it.

Now, everyone that person creates will be added to that group. Repeat this process for each of the users/groups you've got.

Answer 3

CiviRules isn't released yet, but this would be simple to implement as a rule. If you need it now, and the other answers don't suffice, it would also be a very quick extension to write.