How to Use notes with Smart Groups
1 Think of an attribute Select a contact and click the + under its details on the right. Note the extra fields that are available to add to it. Think of a way you’d like to group people that isn’t addressed by these fields, then click inside your contact’s Note field.
2 Add it to the Note field We’re going to create a group for MacFormat magazine. For each contact we want to include, we add to the Note field ‘Magazine: MacFormat’ (without quotes). You can type anything, but be consistent with wording and grammar.
3 Group by note contents Make a Smart Group, set it to check the Note field contains the same text you used in step 2, then click OK. You could adapt this to group friends who also have children to make the task of sending out party invitations easier, for example.