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Is there a way to have more exclude options in smart groups? The only exclude I see is from contact preferences. I would like to create a smart group for donors that live in CA BUT do not live in Bakersfield, CA.

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Search Builder (Search menu » Search Builder) gives exclusion options on pretty much any field. See the attached screenshot. You would of course have to add additional criteria relating to who constitutes a donor.enter image description here

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  • When I create a smart group from this search, will future donors who fit this search criteria be added to the smart group?
    – Iowa Boy
    Jan 22, 2020 at 21:18
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    Yup! That's the nature of smart groups.
    – Jon G - Megaphone Tech
    Jan 22, 2020 at 21:28
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You can use custom search 'Include / Exclude Search' (CiviCRM >> Search >> Custom Searches >> Include / Exclude Search)

  1. Create a smart group of donor who stay in CA
  2. Create a smart group of donor who stay in Bakersfield, CA
  3. Use Include / Exclude Search, to search contact in group #1 and exclude from #2

Thanks

Pradeep

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  • Is the Include/Exclude Search a part of the Smart Group settings? Also, I had found this post that discouraged a Smart Group that excludes a list from another Smart Group civicrm.stackexchange.com/questions/25004/…
    – Iowa Boy
    Jan 22, 2020 at 20:35
  • There can be performance issue if you building smart group from combination of more than 3-4 smart groups. I you have enough group rebuild cache time set that it shouldn't be a problem.
    – Pradeep Nayak
    Jan 22, 2020 at 21:17

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