Community
Showing results for 
Search instead for 
Do you mean 
Reply

Linking to a Group

New Member
Posts: 1
Country: United States

Linking to a Group

My question pertains to the Status/ID pull down tab.  How do I make this field or another field that will put a contact into our existing "Customer" group, or the appropriate group.  I had assumed that that was the purpose of the Statud/ID field, but we have found that is not the case.

 

Erich

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Linking to a Group

Have a look in the help for: Group Membership Rules

 

That allows you to use a query to automatically add/remove Contacts from a Group based on field data