Saved Groups
Saved Groups are sets of contacts you have grouped together that you want to stay together. Members of these groups do not change except by you choosing to add or remove them. The value of a Saved Group is that it keeps a set of contacts together even if some of their attributes change.
Read More > Current vs. Saved Groups
Features of saved groups
| • | Individual contacts can be members of multiple groups or none at all. |
| • | You can compare a group to another group to see who is/is not a member of either one. |
| • | You can lookup all members of the group to assign tasks or history to all members. |
| • | Saved Groups can be categorized. |
| • | Groups can be more customized than a lookup. Since a Saved Group is just a list, contacts can be manually added or removed from it. |
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Makes this Saved Group into the Current Group, and shows you the Contact View.
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Saved Groups serving as User-defined Fields
Saved Groups serve much like User-defined fields, but they are more flexible because you can have an unlimited number of Saved Groups.
Read More > User Tab
Read More
Read More > Tutorial: Setting up a new Saved Group