Create group that excludes Vendor or any such records

Senario

There is need to create a group that includes all the recipients except from some of the records(vendors, customer etc)

Solution

Create a contact saved searches. Navigation List> search> Saved search> New (Contacts)

  1. Search Title: Enter Search Title
  2. Click Criteria
  3. Click Summary
  4. Summary Type: Select Group(Include the records that are needed)
  5. Click Add
  6. Click Save

Then create a Dynamic contact group: Lists> Relationships> Groups> New

Continue while selecting group(Dynamic) and member(contact).

Here we have the option to attach the saved searches to add the contacts to the group member under the Members Subtab.

Click Save

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