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How Group Information is Stored

Information generated by static groups is stored in Key Attribute Data. This occurs in two ways:

When you create a static group and save it, the group—and all its "records" (that is, Companies, People, Leads, Opportunities, Cases, Quotes, or Orders) are saved with a piece of key attribute data, which identifies the group and all its members. The saved group can be viewed from Administration | Advanced Customization | Key Attributes | Categories under the Group Entries category. The key attribute field, which is stored against the group member is set to either Include or Exclude.

When you perform an action against records in either a static or dynamic group, the action—and all the records in the group it was carried out on—are saved with a piece of key attribute data. The actions can be viewed from Administration | Advanced Customization | Key Attributes | Categories under the Default Activities category. The key attribute data field, which is stored against the group member is set to the Date that the action was carried out.