GoldMine Tip: Differences between Filters and Groups #goldmine

When should you use a Filter and when a Group?  A common question and something that applies to any CRM system that allows you to create 'Dynamic' or 'Static' lists. 

GoldMine’s filters work dynamically. This means that each time a filter is activated, it searches the entire database to select the records matching the filter criteria. GoldMine’s groups however, are static and not dynamic. Once they have been created, they do not search the database again for matching records upon activation. This means that after a group has been built, members are not assigned again until the group is rebuilt. Groups have the advantage of being indexed and work much quicker than filters, but will not update automatically when changes are made or records are added to the database. Groups also support a wider variety of methods to select from when selecting your search criteria. Filters have the advantage of being more accurate and up-to-date, but they work much slower and offer fewer options than groups.