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Apply a Smart Search to a Group

Accounts related to a Smart Search filter can be added to a group. To apply a smart search to a group, click here and follow steps 1-6.

To apply a smart search to a group:

  1. From the Group window, click Add Accounts.

  2. Within the dialogue box, click the magnifying glass next to add clients

  3. Select Smart Search from the within drop down menu and click Go

  4. Select the Smart Search filter you would like to apply

  5. Click Add. The clients with accounts who meet the search criteria will be added to Selected Records.

  6. Click OK

Note: Each time you add a client who falls into the search criteria, you will need to complete the above steps. This will allow you to include future clients who fall into the search criteria.