Click the Contacts button.
In the Contacts dialog box, do one of the following:
To add a contact, select a contact from the list in the left pane, and then click the right arrow to move the contact to the Selected Contacts list.
To remove a contact, select a contact from the Selected Contacts list, and then click the left arrow to move the contact to the all contacts list.
Continue adding or removing contacts as needed.
When finished, click OK.
The contacts added are static members of the group. They will not change unless they are deleted.
Click the Edit Criteria button.
In the Field Name box, select an item from the list. For example, select State.
In the Operator box, select an item from the list. For example, select Equal To (=).
In the Value box, select an item from the list. For example, select CA.
Click Add to list.
The criteria you selected displays in the center pane.
To preview the contacts that will be included as members, click Preview.
To add more members, follow steps 2-5 again. To remove members, check the And/Or option for the criteria.
When finished, click OK.
The contacts added to the group/company are dynamic. Every time the query is run, the group/company membership will be updated.
Adding/removing group or company contacts
Use the Add/Remove Contacts dialog box to add members to a group or company or remove members.
To add or remove a group or company member
Display the group or company record for which you want to add or remove members.
Click the Contacts tab.
Click Add/Remove Contacts.
In the Add/Remove Contacts dialog box, do one or both of the following:
To manually add or remove contacts
To add or remove contacts using query criteria
When you are finished adding or removing members, click OK.
The members appear on the Contacts tab.
To add contacts to a group or company from the Contact Detail window
From the Contact Detail window, click the Groups/Companies tab.
Click the Add Contact to Group button.
From the Add Contacts to Group/Company dialog box, select the group or subgroup to add the contact to, and then click OK.
The Group Detail window appears with the contact you just added on the Contacts tab for the selected company.
To remove contacts from a group or company
From the Group List, select the Group to remove contacts from.
From the Groups menu, select Group Membership, and then click Add/Remove Contacts.
From the Add/Remove Contacts dialog, click the Contacts button.
From the Contacts dialog box, select the contacts to remove from the specified group, and then click OK.