On the left side panel (Global), is there a way to group the smart groups?
Is it possible to add existing smart groups in a DB directly to Global ?
Thanks
Grouping, no.
You can however drag a smart group from a database over to the global sidebar and be careful to drop it right on top of the words “SMART GROUP”. It will be added to the list of global smart groups. The scope will be limited (initially) to the database you dragged it from. If you dragged it from your “Family Office” database then when it’s added to the Global Smart groups it will be configured to “Search in ‘Family Office’”. You can change that, if you wish.