11-26-2009 07:44 AM
I'd appreciate some help with ACT if anyone can help!
I have a large set of data and I have created a group using a certain criteria set. I have now created a second group using a different but overlapping set of criteria and I want to find a way of easily identifying and removing all records from the second group which appeared in the first group.
I am creating a calling list for a telemarketing campaign so I need to make sure that they are not going to duplicate calls as I will not be supplying the record history.
The criteria sets are quite complex and included some manual additions so I can't really modify the lookup or search on the second group to remove records which may be in the first group.
Ideally I would like to add something like the "Group Name" field onto the Contact List view on the lookup, or create an advanced query to select all records where group membership = group 1 and group 2
Looking forward to any advice!
11-26-2009 08:31 AM
11-28-2009 10:03 AM
You don't need to buy any additional software.
Presuming that you don't need to perform this process frequently, then do the following:-