I would like to be able to search for group membership using the advanced querying capabilities. Some of my queries depend on group memership and there is currently no way to do this. If the advanced query allowed me to search contacts  with a "member of" query type where the value could be set to a group or subgroup name this would be very helpful and improve the flexibility of the query capabilities. I have had to convert several of my groups into fields that I can then use for dynamic membership but this takes a lot of effort and requires adminstrative access to the data bases and makes me involve IT. I would like to be able to write a query to select contacts from multiple groups without having to involve my IT department.

It would be VERY useful if ACT Groups used a FOLDER metaphor instead of a TAG metaphor... For example, in the attached screenshot, if ACT used the FOLDER metaphor, I could click on "Information Session Attendees" to see the TOTAL number of constituents who attended any of the Information Sessions that were sub-items. This is not currently possible. Could this be implemented, at least as an option, in ACT?

I set up Outlook to allow me access to the Contacts in Act, but each contact is listed individually. There is no way I can set it up to import them by group to make mailings easier. I find if I click the E-mail button while I have a group selected, an empty e-mail opens with no contacts, however; it contains contacts with the smallest subgroup. I simply need to be able to open Outlook, Click To: and select a group for that particular mailing subscription. Forwarding is a very simple concept and yet ACT! is not effectively compatible with Microsoft Outlook to this extent.

As it stands, I have to keep a constantly changing contact list in several different groups up to date. At the same time, I also have to keep every contact list group in Outlook up to date. This is time-consuming and incredibly inefficient. I find ACT! to be the best software choice available in every other aspect. Please make this possible to greatly increase the value of ACT! software.

 

Thanks

Derek Bade

NEPAMAEA

P.S. It also might by worth including compatiblity with Thunderbird and Gmail since many companies are beginning to transfer to those e-mail clients for better compatibility and security.

 

[Edit: clarified subject line]

 

It would be very useful to be able to use group membership as a criteria for an advanced search or dynamic group membership in addition to being able to use contact and opportunity criteria.

 

For example, we use groups membership to show attendees for events we run.  Each group shows a different list of attendees.  If we want to create a list of everyone who has attended an event in the past year, there is no way of combining this information without doing multiple lookups and exporting.  You should effectively be able to create a dynamic group using membership of other groups as a criteria.

 

Similarly, you should also be able to use group membership as a criteria in advanced search.  That way you could, for example, search for contacts who were from a particular type of organisation that belonged to specific groups.