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Dynamic Group Creation

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Copper Contributor
Posts: 53
Country: United States
Accepted Solution

Dynamic Group Creation

Act Premium 2012 14.18.108.0 HF4

Office 2007

 

I'm trying to assist our new Field Sales Manager in setting up his reps with groups. The problem is the territories are zip code based and I don't want to have to add 500 lines zip codes to a dynamic search for the LA rep and 180+ for the SD rep and 140+ for the OC rep...and so on as we add more reps.

 

Is there any easy way I can get around this?

 


Accepted Solutions
Solution
Accepted by topic author mprange
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Dynamic Group Creation

You don't actually need all the individual zip codes. The last two digits on the zip code designate the actual post office, the city is defined by the first three digits. If you use the starts with operator and the first three digits for the search data you should significantly reduce the number of query statements.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

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All Replies
Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: Dynamic Group Creation

What do you do right now to include a record for a particular salespersons territory?

Graeme Leo
Xact Software - consultants and developers
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Copper Contributor
Posts: 53
Country: United States

Re: Dynamic Group Creation

This is the first time we've had to break out territories in this manner.

 

Our other rep handles a handful of states in the East so for him it's just a matter of adding them to "State Equal To" as the criteria.

 

I was thinking about area codes since there are only a handful in each territory, but that doesn't account for overlap, cell phones or county border areas.

 

I was hoping there was a way to import from Excel where I could dump a list.

Solution
Accepted by topic author mprange
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Dynamic Group Creation

You don't actually need all the individual zip codes. The last two digits on the zip code designate the actual post office, the city is defined by the first three digits. If you use the starts with operator and the first three digits for the search data you should significantly reduce the number of query statements.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 53
Country: United States

Re: Dynamic Group Creation

Thanks for that tip Roy

 

However, I'm concerned that something isn't working properly.

 

I create a dynamic filter for contacts with

 

zip starts with 919 OR

zip starts with 920 OR

zip starts with 921 AND

country equals United States (don't ask we have int'l postal codes in zip code fields) AND

record manager does not contain (a) AND

record manager does not contain (b) AND

record manager does not contain (c) (we have 3 international reps with contacts in the US)

 

the group is then comprised of 311 contacts

 

But when I start with the contact list and do a lookup with the same criteria, I get a list of over 500 contacts.

 

What am I missing (I'm sure it's something stupid)??? Shouldn't they match????

 

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Dynamic Group Creation

At the very least you shoud group the three OR zip code statements with parenthesis. That will force them to resolve separate from the AND statements

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 53
Country: United States

Re: Dynamic Group Creation

Missed a bad operator field in one of the criteria, seems to be matching up now.

 

thanks for the tip on the zip prefixes.