Author Topic: How do I automate grouping based on an import field? (Read 1276 times)

AAID · August 14, 2009, 09:19:22 am

One of the many ways I keep track of contacts is by what I call "region." Depending on what state the contact lives in, he is part of one of four national regions. For example, if the contact is in California, he would be part of the Western District region group. How can I get CiviCRM to automatically put a contact into different region groups based on the imported "State" field?

ctarascio · August 14, 2009, 09:39:21 am

Hi,
You can accomplish this by creating "smart groups". Here's a link to the documentation: http://wiki.civicrm.org/confluence/display/CRMDOC/Smart+Groups.

Cynthia

CiviCRM Community Forums (archive)

News:

Author Topic: How do I automate grouping based on an import field? (Read 1276 times)

AAID

How do I automate grouping based on an import field?

ctarascio

Re: How do I automate grouping based on an import field?