Saving Search Results as a Group

1.

After creating a search, you can save the results as a group by user or to public.

2.

Click the Save button and select Save as Group Fixed set of contact records that meet an initial set of conditions. Once selected, member records subsequently have instantaneous access to the subset. This method can be used instead of filters, to maintain a subset of data..

3.

On the New Group dialog box, enter text or use F2 Lookup Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. List for the following fields:

○ Group Name

○ Code

○ User

4.

Click OK.

The results are saved and the Groups list and available by clicking the Filters/Groups button. The Group name appears below the specified user's Group in the list.