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Dynamic Groups - Add / Remove Membership

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New Member
Posts: 12
Country: United_Kingdom
Accepted Solution

Dynamic Groups - Add / Remove Membership

Hello,

 

I'm having some trouble with the Add / Remove Membership option in ACT! when trying to configure a group dynamically.

 

The problem arises as soon as I use the OR option instead of the AND.

 

For example I had set the group membership as:-

 

Oppurtunites > Stage > Equals to > 2           and

Oppurtunites > Actual Close Date > Older than (days) > 365        and

Oppurtunities > Status > Contains > Held

 

now this worked exactly as I had wanted it to, however I then went to add, using the OR option

 

Oppurtunities > Status > Contains > Pending

 

and this threw the whole query off as I now had all oppurtunites within the list regardles of their stage.

 

I have done  similar sort of thing with another group and the same thing had happend.

 

Example:

 

Contacts > ID / Status > Equals To > Lead         and

Contacts > Region > Equals to > South East      

 

again this worked OK but as soon as I add OR

 

Contacts > region > Equals to > South

 

It gave me a list of all leads regardless of their ID / Status

 

If anybody has any ideas on what I am doing wrong I would be most grateful for advice.

 

Thanks in advance

 

James

 


Accepted Solutions
Solution
Accepted by topic author James Gargette
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 25
Country: United_Kingdom

Re: Dynamic Groups - Add / Remove Membership

Hi James, you just need to introduce brackets into your criteria. On your last example put a ( before the first location and a ) after the last. For example: (Location equals 'south' OR location equals 'north') That means the first part of the filter is TRUE and the location is South or North. Let me know how you get on, John

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All Replies
Solution
Accepted by topic author James Gargette
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 25
Country: United_Kingdom

Re: Dynamic Groups - Add / Remove Membership

Hi James, you just need to introduce brackets into your criteria. On your last example put a ( before the first location and a ) after the last. For example: (Location equals 'south' OR location equals 'north') That means the first part of the filter is TRUE and the location is South or North. Let me know how you get on, John
New Member
Posts: 12
Country: United_Kingdom

Re: Dynamic Groups - Add / Remove Membership

that was perfect, thanks for your help!