05-12-2016 04:28 PM
Is there a way to make the contact of the subgroup part of the group itself?
Because right now I am have a group called Leads, and there are several subgroups under leads, however when I add the contact to the subgroup, it doesnt add to the group as well.
05-12-2016 04:45 PM
No, it was designed to no add the subgroup contacts to the main group.
05-13-2016 09:48 AM
I had a related question. If using dynamic criteria for both groups and subgroups, does the group criteria filter down to the subgroup. So if the Group is defined as 'Field A' = 1, then the subgroup is 'Field B' = 1. Will the subgroup be populated by a contact where Field A = 2, but Field B = 1?
05-13-2016 10:04 AM
Just confirmed myself with a simple test it does not. Which makes the idea of a "subgroup" pretty worthless. Is there a way to get the criteria to carryover without copying it into the subgroup criteria manually?
05-14-2016 08:39 AM
05-16-2016 09:21 AM
Maybe we need to be challenged about how this and companies and divisions work. We used to ask for an option to show all contacts in liked sub-groups and all contacts in linked divisions of a company but after years of no response let the request go. Might be the time to raise this again as a suggested feature.
05-16-2016 09:58 AM
The way I see it there are two approaches:
1. You set the criteria for a subgroup, and the contacts from all sub groups are linked to the parent group.
2. You set the criteria for a group, then the subgroups only "see" the contacts in the parent group to match the criteria of the subgroup.
I personally prefer the second method, as it seems more intuitive to me, but it could just be due to the way I use groups.