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by Nickel Elite Contributor
on ‎03-19-2012 04:28 AM

As a best practice, we always encourage our clients to build fields first and allow groups to be populated dynamically based on the values of those fields.  Then you may query multiple fields, adding to your lookup each time - essentially giving you a single lookup of multiple groups.  You can also narrow your lookup by different fields as well.  For example, I may want to pull all the people that are members of Organization X, Organization Y, and Organization Z who have an email address and are in a ZIP Code starting with 123 - not an easy task with Groups.  However, it's quite an easy task if you have that data in fields on a contact record.  Now, that is an overly complex example to prove a point - you can combine almost any factors when you have the data in fields - that is not easily the case with groups.  

on ‎03-20-2012 05:27 PM
Moved to product forum for greater exposure