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Grouping your contacts

You can group and sort your contacts according to common attributes by assigning identifiers to their cards and the appropriate attributes from custom lists you have defined.

Grouping contacts using these features makes it easier for you to:

  • filter reports to show only information specific to a group of contacts

  • identify which of your contacts have a particular attribute

  • filter lists so that it’s easier for you to send a batch of personalised letters, customer statements and other forms to a group of contacts.