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Automatic Group change based on field values

New Member
Posts: 1
Country: United_Kingdom

Automatic Group change based on field values

Act! Premium Version 16.1.207.0

Database held on local machine

Installed on MS Windows 8 OS

 

I would like to know if it is possible to change a contact from one group to another. Is it possible to do this based on another field value so that once you save the contact the contact switches from one group to another.

 

Thanks,

 

John

Copper Elite Contributor
Posts: 232
Country: Germany

Re: Automatic Group change based on field values

[ Edited ]

Hi John,

 

ACT has the feature of dynamic groups,

 

you may want to search in the help for Organize contacts as dynamic members of a   group or company using query criteria

 

you can build a query where the result shows as group members

 

so i.e. if id/status contains customer, show in group customer, if it shows <> customer, then show in prospects

 

regards

 

Ingo Lange

ACC since 1995
Developer of Addons for ACT

CrmAddon Factory
+1 203 541 0040