Sage ACT! - Add to Lookup option after Create Lookup from a Gr...

Buy Now or Call 866-873-2006
Search Search

Add to Lookup option after Create Lookup from a Group

Status:

I only recently discovered that if you are in Group Detail view and you right-click on one of the group names, then Create Lookup, you can't then do a second lookup to Add contacts to the contact list you just created; the only options are Replace or Narrow.

This came about as I have a client who needs to send emails to groups of 30 people on a fairly regular basis. The core group is always the same and cannot be modified, but they needed to be able to add or remove three or four names each time the email-shot is run.

By doing the Create Lookup from the group we could create a contact list from which we could select and omit individuals from the send, but I can see no way of adding individuals to the list since the Lookup option of Add to Lookup is missing in this scenario.

Jeff

You must be a registered user to add a comment here. If you've already registered, please log in. If you haven't registered yet, please register and log in.

Post a Comment

We want to hear your cool ideas for improving Sage ACT! products and services. So add your own ideas or kudo (vote) on the ideas of others here!

I have an idea! How do I get started?

One
Read our submission guidelines.

Two
Search for your idea. If you don't see it, submit a new one!

Three
Provide feedback on the ideas of others by voting with kudos and adding comments.
For more information about using ideas, read this thread.

Four
Track your ideas and those you like. Once you've posted or kudoed and idea, subscribe to be notified via email of the latest updates to the idea. From within the idea, click "Idea Options" which appears above the idea title and choose, "Subscribe to this idea".

Be sure to check back from time to time to see new ideas and status updates!

Here is a quick list of the recent ideas for speedy browsing!