Group Building. Groups are based on SQL views generated by queries that retrieve records selected according to specified entity IDs. The user can select the view to base the group on. These views can be added to and/or changed by the System Administrator in Administration | Customization | Views. The user can use any of the fields available from the view to filter the group result. The user can use Key Attribute Data for filtering purposes as well.
Group Storage. Groups can be static or dynamic. When a static group is saved, both the query that generated the group and the list of records it returned are saved. Whenever a user goes back into a static group, it returns the list of records that were saved. In other words, if more records matching the same criteria were added to CRM after the group was saved, they will not appear in the group.
When a dynamic group is saved, only the query that generates the group is stored in CRM. Each time a dynamic group is opened, the query is run and the group contents are refreshed to return the CRM records that match the query criteria at that time.
See Also: