Saved Groups are sets of contacts you have grouped together that you want to stay together. See the difference between Saved Groups and the Current Group.
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. |
| • | Groups can be more customized than a lookup. Since a group is just a list, contacts can be manually added or removed from it - even arbitrarily or subjectively. |
Saved Groups
A saved group is a set of contacts you have grouped together for a purpose. 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.
Example: You could create a Saved Group called Newsletter Recipients that contains all contacts who receive your newsletter at this time (that is, all contacts whose "Send Newsletter" box is checked). Then each time you print your newsletter, you can lookup that group and run your envelopes. The problem is that if you have a new partner, or lose a partner, your saved group will not be the same as the set of people whose Send Newsletter box is checked. So it's better to use a Lookup for those people.
On the other hand, you could have a Saved Group called "Christmas Letter" which includes those family and friends who do not get your ministry newsletter. In this case, this group is not likely to change much during the year. So, come Christmas, you send your Christmas newsletter to all contacts who are Send Newsletter AND all contacts who are members of the Christmas Letter saved group.
The "Saved Group" becomes the "Current Group" when you press the
button in the Groups View or you do a :

Saved Groups are discussed in detail in the Groups section.