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Creating a new group Adding new cards to a group Moving existing cards to a new group Deleting cards from a group Using smart groups |
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Creating a new group |
- Click on the Address Book icon in the control panel.
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- This will bring up the Address Book panel.
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- Click on the plus (+) button beneath Group.
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- This will bring up an empty field; type the name of your new group then press the Return key on your keyboard.
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Moving existing cards to a new group |
- Click on the card that you want to move (this will highlight it).
- Then drag the card to the new group.
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Adding new cards to a group |
- Click on the group to highlight it.
- Then create your new card (see Adding a Contact to Your Address Book if you need help with this). When you click on the Edit button, your new card will be added to the highlighted group.
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Deleting cards from a group |
- Click on the card that you want to delete (this will highlight it). Then press the delete key on your keyboard.
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- You'll be asked if you're sure you want to do this; Click on the OK button.
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Using smart groups
- The smart groups tool can automatically sort your address cards into groups for you.
- You will chose a particular term to search for and then the tool will create a group that includes all the address cards that contain your selected term.
- This tool give you great flexibility in choosing what term you want to search for.
- In this example, we'll add a search term in the Notes field of the cards.
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- Open the card of a person you want to include in this group (or create a new card).
- In the Note field, type a term that your Smart Group can search for.
- Click on the Edit button to save your changes.
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- Repeat this practice, and add the same term to all the cards you want included in this group.
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- Click on the button with the gear on it, then click on New Smart Group.
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- Give your group a name.
- Under match the following, select Note, and contains, then type in your term.
- Then click on the OK button.
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Note: The term is not case sensitive: gribco, GRIBCO, or GrIbCo would all work. | |
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- Your new smart group will appear and it will automatically contain all the cards that have your search term.
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