Organizing contacts into groups or companies is a great way to efficiently manage multiple contacts, or roll up activities, histories, and other data in a centralized view. If you just want to discover which group and/or company a contacts is a member of, you may view this information on the contact detail record.
To view whether a contact is a member of a group/company:
1. Open the contact detail view, and then click the Groups/Companies tab:
2. Groups/Subgroups and Companies/Divisions are displayed separately, so first select which you would like to view by selecting the option from the Show for: list.
3. If the current contact has been manually added as a member, the Group/Subgroup or Company/Subdivision name is displayed.
4. If the current contact has been dynamically added by creating query criteria, then you must click the Show Dynamic Membership button.
If you would like to add this contact to a group or company, click Add/Remove and select the appropriate Group/Subgroup or Company/Subdivision, and click OK.
Finally, if you would like to view additional data, click Options > Customize Columns. . . and select the columns of data to add to the view.
Using the Groups/Companies tab, and other tabs in the contact detail view, makes it easy to access the information you need about each of your contacts!