To create a Smart Contact Group

  1. Create a new Contract Group, select Smart Group.

  2. At the Contacts Group list, click the link.

  3. Define the required filter from the options available to automatically add contacts to the smart contact group.

  4. Use the tab to check your filter settings.

  1. Click Save.

  • You cannot manually add contacts to a smart Contact group

  • If an existing contact group is changed to be a smart contact group, the allocated contacts will be removed.