Mariner Software Persona for Windows - Manual (Page 20)

Persona for Windows User Guide
Creating a SmartGroup
SmartGroups contain an assemblage of characters based on criteria. Once, the criteria is set, the smartGroup filters out matches. Characters can
belong to as many groups and SmartGroups as you'd like. Here is how to create a SmartGroup:
1. From the File menu, select New SmartGroup (Alt-Ctrl-N)
A SmartGroup sheet appears.
2. Type a name for the SmartGroup.
3. Choose the criteria for the smart group.
4. Click OK
The SmartGroup appears in the source list on the left-hand pane.