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Groups and Smart Groups

Video: Working with Groups

Contacts can be grouped together for quick reference, and can be managed as follows:

Show or hide groups

The groups sidebar can be toggled on or off by clicking the icon to the lower-left of Cardhop's window. Click a group and only contacts belonging to this group will be displayed. You can also select a group from the View menu > Groups

Creating new groups

Either hover over the account name in the groups sidebar and click the + icon, or go to File > New Group.

Right-click a group to delete it.

Assigning contacts to groups

Right-click a contact to add it to a group or move it from an existing group to a new one. Open a contact's card to see which groups they currently belong to. You can remove contacts from existing groups in the contact card too.

You can also simply drag and drop the contact name to one of the groups in the groups sidebar.

Smart Groups

Create a group of contacts that automatically updates based on specific criteria, such as company names, location, email domains, and more.

Use File > Create Smart Group (Command + Option + N) to start creating a Smart Group. Give the group a name, then pick from an array of criteria including Name, Company, Email, location details, URL, notes and others.

You can add multiple rules and sub-rules to fine-tune your contact filtering.

You can also share a smart group with other people. Open Cardhop, right-click a smart group in the Groups column, then click Copy Smart Group URL.

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