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:
- Full Size
- Under $30K
- Has Trade-in
This help article applies to
Time & Chaos 7