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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi guys,

In my database of 160 contacts, I performed a search to find certain contacts and the results yielded 101 contact which is correct.

However, is it possible to create a group from this found set?

I'm wondering this as I don;t want to have to create a group and click on every name to add them in..?

I'm a beginner so any help is appreciated, cheers.

Carl

Posted

Do you want to keep track of that 101 people or of anyone that meets the criteria you used to find those people?

In other words, say you searched for Londoners and found 101 people. Tomorrow you add a new person to your database who lives in London. The day after that do you want 101 people or 102?

Posted

Hi DJ,

Thanks for your reply.

While I think I have the lot, I may need to add to it, so if it was a group that automatically updated as I create records, then that's brilliant..

Cheers,

  • 2 weeks later...
Posted

Hi DJ, credit to you mate - it's people and companies like yourselves that make people in my position's lives a lot easier at times.

I've since learnt a bit more and although I knew the Saved Finds option was there, for some reason it wouldn't let me save a find, until I discovered I wasn;t doing it quite right!!

This topic is 5069 days old. Please don't post here. Open a new topic instead.

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