What is the Difference Between Groups and Categories?

Although Categories and Groups are both used to organize your records, Categories are different from Groups. Groups are designed for speed. A contact may only be in one group at a time. A contact may have dozens of categories checked.

• Use Groups for your main lists of names. Business, Personal, Prospects, Customers, Clients are good typical examples of Group names.
  
  To filter by group, look for this button on your toolbar: 
  
• Use Categories detailed search criteria. Out of my list of 200 categories I want a list of all my contacts that have the categories checked for:
  1. Red
  2. Convertible
  3. Full Size
  4. Under $30K
  5. Prospect
  6. Has Trade-in

     To filter by category, look for this button on your toolbar:

This help article applies to Intellect 3