Contacts (Mavericks): Use Smart Groups
A Smart Group is created automatically based on criteria you specify. For example, create a group that contains members of your swim club by creating a Smart Group for contacts with “swim” in the notes field. Every time you enter “swim” in a notes field, the contact is added to the Smart Group. Smart Groups can include contacts from any account.
Create a Smart Group
- Choose File > New Smart Group.
- Enter a name.
- Use the pop-up menus and text field to set conditions. Click Add (+) to set additional conditions.
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.
- Click OK.