Hello,
Is there anyway to group contacts?
I wish there are tabs that we can create to group different contacts. If not, please let me know the best way to group contacts. Thank you very much!
Hi @duckbill,
There are various ways to approach this. The simplest is creating a static list, then adding contacts to a static list:
Generally, it’s better not to manually put contacts onto a list but filtering by property values. For example, you could use default properties or create a custom one to ‘mark’ contacts:
Once records are updated, you can build active lists – as opposed to manually adding single contacts to lists. The overall procedure is best practice in terms of building something that auto-maintains based on updated records.
For tabs, you’ll have to create a filtered view:
This is similar to lists. You can also build filtered views based on lists created previously (filter by ‘List membership’).
Have a look and let me know if you have any follow-up questions.