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TUAW Tip: Smart Groups in Address Book

Let's face it, contact management is a pain. Address Book in OS X is a good tool, but one often overlooked feature is the "Smart Group" -- a way of quickly organizing your contacts together. If you're familiar with Smart Playlists in iTunes, it's the same but with contact info.

To start a Smart Group, go to File > New Smart Group. A dialog will drop down in Address Book for you to start entering criteria for filtering. For example, you could create a group of everyone whose birthday you have in your contacts by choosing the item Birthday from the first drop-down menu item, then adding the menu item "is set." Note that you can't create a list of people with birthdays in June, which is a bummer. But the Smart Groups have a variety of ways to filter, some more useful than others and several are dependent on the data (dates vs. text, for example).

To delete a group you'll have to make a trip to the menus, as no amount of right-clicking or key pressing will do it. Delete is in the Edit menu, under Delete Group.

One more thing: the notes field in Address Book extends the power of Smart Groups just a bit. After returning from WWDC I added the business cards of people I met and added the note "wwdc" to each one. I then made a Smart Group where the Note contains 'wwdc' and now I've got an easy way to see the group of people I met at WWDC. Think of the Notes field as a loose tag field, if you like.

I've also set up my Address Book to add family members based on a list of surnames, but that may only work if you have an oddball last name like mine!

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Let's face it, contact management is a pain. Address Book in OS X is a good tool, but one often overlooked feature is the "Smart Group" --...
 

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Khalid

Three problems with smart groups:
1- It doesn't sync with iPhone at all.
2- I had to create a rule to match numbers beginning with a prefix but only one number gets matched and it doesn't match the rest if more than one number is associated with a contact.
3- Rule matching is either "All" or "Any" so you can't create a rule to match something like (X & Y) Or (Z & Q) and this specific problem also exists in mail.app when creating smart mailboxes.

August 06 2009 at 6:03 AM Report abuse rate up rate down Reply
Elaine

Great stuff, Smart Groups, but they work only on the computer. They didn't sync onto the Treo 650 I used until my Sprint contract ran out, and they don't sync onto the iPhone. To get grouped contacts onto the iPhone, use the "Copy from Smart to Dumb" applescript by David Bills. Find it at:

http://dfbills.com/display/277

You can also include the script in an Automator function that runs once a day, once a week or whatever. Do the scheduling in iCal. Works great!

August 05 2009 at 10:48 PM Report abuse rate up rate down Reply
George

I had an issue with a Smart Group that froze up my Address Book. I believe it was the criteria "Card is not a member of any Group". Which would have been a really handy Smart Group to have…

August 05 2009 at 7:11 PM Report abuse rate up rate down Reply
Thomas Maier

let’s face it: we need native support of smart groups in Address Book. anything with 10.6.0 ? :P

August 05 2009 at 6:54 PM Report abuse rate up rate down Reply
JaceFace

Would also be nice if iTunes would allow me to sync my smart address books and playlists to my iPhone.

August 05 2009 at 6:17 PM Report abuse rate up rate down Reply
2 replies to JaceFace's comment
adam

+1. Would make my life a whole hell of a lot easier than having to add a duplicate non-smart group to my ever growing list.

August 05 2009 at 6:21 PM Report abuse rate up rate down Reply
JaceFace

lets just go a head at call those 'non-smart' groups, 'dumb' groups. that way we can feel slightly better about this ridiculous limitation.

August 05 2009 at 6:45 PM Report abuse rate up rate down Reply
Le Big Mac

Smart groups are nice, but far too limited. You've pointed to one limit (birthdays by month, although you could sort the smart group and then create non-smart groups).

Another limit is the "last updated" field that is inserted in each card. No way to sort out the last updated by certain dates (e.g., long ago or recently)

August 05 2009 at 5:55 PM Report abuse rate up rate down Reply
1 reply to Le Big Mac's comment
bikeham

Smart groups would be more useful if you could have a "recently accessed card"?

August 05 2009 at 6:18 PM Report abuse rate up rate down Reply
Scott

Did TUAW get pwn'd?

This is blank, as well as other garbled posts today.

August 04 2009 at 6:31 PM Report abuse rate up rate down Reply
2 replies to Scott's comment
Grant Buell

I noticed some weirdness today too - earlier today, Google Reader showed me a ton of TUAW posts dated Aug. 4 that only contained titles, and when I went to the actual TUAW site none of these posts were there. This was one of them. Other titles that showed up at titles in GReader but aren't on TUAW yet are "Bodega: App Store for OS X" and "Put Things Off is an iPhone Task Manager Worth Owning". Am I getting a glimpse into the future???

August 05 2009 at 5:59 PM Report abuse rate up rate down Reply
Michael Rose

We, along with other Weblogs sites, had a major server issue that caused unfinished/unpublished posts to show up on the site.

August 05 2009 at 8:48 PM Report abuse rate up rate down Reply
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