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

AAID

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How do I automate grouping based on an import field?
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

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Re: How do I automate grouping based on an import field?
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
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Import (Moderator: Yashodha Chaku) »
  • How do I automate grouping based on an import field?

This forum was archived on 2017-11-26.