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Refreshing a group
Dynamic groups are refreshed automatically. New records that match the group search criteria are automatically added to these groups.
Static groups aren't refreshed automatically. You must click Refresh to add new matching records to these groups.
The following example explains how to refresh a static group of people in order to perform a task on the group. First, you’ll create a group and send them a mail shot. Then, you’ll update your group with three extra people and send them the original mail shot.
- Create a new group of people based on a criterion, such as City = Dublin.
- Open the group and click Merge to Word or Merge to PDF.
- If your System Administrator has disabled the Merge to Word option at a system level, the Merge to Word button isn't displayed.
- Add three new people to the system with the criterion City=Dublin.
- Open the group, and note the number of people in it.
- Click Refresh. The number of people is incremented by three.
- Click Exclude Previous Recipients.
- Click Merge to Word or Merge to PDF. The mail shot is sent to the three new contacts only.
See Also:
Creating a group
Group action buttons
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