Adding and Removing Members of Groups
Dynamic group membership is updated automatically as the results of the saved search change. You must add and remove members of static groups manually.
To add members to a static group:
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Go to Lists > Relationships > Groups, and click the link to open the record for the group you want to add a member to.
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On the Members subtab, do one or more of the following:
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To add individual members, enter part of a member's name in the Name column, and press Tab. Select a member, and click Add. Repeat these steps for each member.
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Click Add Multiple, and hold CTRL to select more than one member from the list.
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Click Add With Search to enter search criteria for the members you want to add.
You can use more than one of these methods to add members to the same group. For example, you can select a few members individually and then add all the members that meet search criteria.
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Removing Members
In the following procedure, see how to remove members from a static group.
To remove members from a static group:
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Go to Lists > Relationships > Groups, and click the link to open the record for the group you want to add a member to.
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On the Members subtab, click Remove on the row of the member you want to remove.