Use Smart Groups

A Smart Group is created automatically based on criteria you specify. For example, create a group of your book club members by creating a Smart Group for contacts with “book” in the Notes field. Every time you enter “book” in a Notes field, the contact is added to the Smart Group. Smart Groups can include contacts from any account.

Open Contacts for me

Create a Smart Group

  1. Choose File > New Smart Group.

  2. Enter a name.

  3. Use the pop-up menus and text fields to set conditions.

    To set additional conditions, click the Add button .

    If you include a group in a condition (by choosing “Card is member of” or “Card is not member of”), you can’t delete that group until you change the condition or delete the Smart Group.

  4. Click OK.

Edit a Smart Group