This documentation relates to CiviCRM version 3.1. It's not maintained anymore.
Current version of documentation.

Create Smart Group

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This page refers to outdated version of CiviCRM. Check current version of documentation.


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CiviCRM 3.1 Documentation

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Make sure to check out Understanding CiviCRM as well! You can also support this project by ordering a hard copy.

How do I create a smart group?

To create a smart group:

  • Click on "find contacts"
  • Select the advanced search tab
  • Complete your advanced search.

Above the search results, you will see a dropdown menu of actions.

  • Select "New Saved Search" and click the Go button.

This saved search is now automatically a smart group.

Click on "manage groups" in the main menu. You should see the title of your saved search with the text "(Smart Group)" behind it.

For detailed information, see the Smart Groups documentation.

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