Adding and Removing Members of Groups
Published on
June 30, 2023 at 3:11:16 AM PDT June 30, 2023 at 3:11:16 AM PDTth, June 30, 2023 at 3:11:16 AM PDT
Dynamic group membership is updated automatically as the results of the saved search change. You must add and remove members of static groups manually.
To add members to a static group:
Go toLists > Relationships > Groups, and click the link to open the record for the group you want to add a member to.
On theMemberssubtab, do one or more of the following:
To add individual members, enter part of a member's name in theNamecolumn, and pressTab. Select a member, and clickAdd. Repeat these steps for each member.
ClickAdd Multiple, and holdCTRLto select more than one member from the list.
ClickAdd With Searchto enter search criteria for the members you want to add.
You can use more than one of these methods to add members to the same group. For example, you can select a few members individually and then add all the members that meet search criteria.
Removing Members
In the following procedure, see how to remove members from a static group.
To remove members from a static group:
Go toLists > Relationships > Groups, and click the link to open the record for the group you want to add a member to.
On theMemberssubtab, clickRemoveon the row of the member you want to remove.