CiviCRM Community Forums (archive)

I've set up a number of contact types to help our users with contact entry. To help them further, I'd like to have appropriate tags and/or groups assigned by default to each contact type. So for example, a new contact of type "Beneficiary" would by default be given the tag "Beneficiary". Is this possible? Is this even a good idea, or am I fundamentally misunderstanding something here?

I've set up a number of contact types to help our users with contact entry. To help them further, I'd like to have appropriate tags and/or groups assigned by default to each contact type. So for example, a new contact of type "Beneficiary" would by default be given the tag "Beneficiary". Is this possible? Is this even a good idea, or am I fundamentally misunderstanding something here?

You can create a smart group called 'Beneficiary' that automatically adds any contacts with a particular set of characteristics

You can use the resources listed below to guide you:
http://wiki.civicrm.org/confluence/display/CRMDOC41/Smart+Groups
http://en.flossmanuals.net/civicrm/ch017_tags-and-groups/