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Creating Groups based on Contact records linked to records in Custom Tables

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Copper Elite Contributor
Posts: 149
Country: Australia

Creating Groups based on Contact records linked to records in Custom Tables

We have recently setup some new tables using the Custom Tables plugin for the latest version of act! (previously tables4act! from keystroke I believe).

 

It does not appear to be possible at present, but the customer did ask if it is possible to create Contact Groups, and base the dynamic members criteria on related custom tables?

 

So for example, a contact has a related record in a custom table for 'Locations'.

The locations record has a field specifying 'Zone A'.

 

They want to be able to create a dynamic group, that shows all the contacts that have a location record of Zone A.

 

Can we expect this type of functionality in the future?

 

Jared Dalrymple | Technical Consultant | P:+61 7 3423 3551
jared@evolutionmarketing.com.au | Evolution Marketing Services