What is the Difference Between Groups and Categories?

Although Categories and Groups are both used to organize your records, Categories are different from Groups. Groups are designed for speed. A contact may only be in one group at a time. A contact may have dozens of categories checked.

• Use Groups for your main lists of names. Business, Personal, Prospect, Customer are good typical examples
• Use Categories detailed search criteria. Out of my list of 200 categories I want a list of all my contacts that have the categories checked for:
  1. Red
  2. Convertible
  3. Full Size
  4. Under $30K
  5. Prospect
  6. Has Trade-in

This help article applies to Time & Chaos 7