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Dynamic Members not working in Groups

New Member
Posts: 10
Country: USA

Dynamic Members not working in Groups

Here is my query to add dynamically add clients with a birthday in the next 7 days.  When clicking the preview button below, clients are appearing; however,  when I click OK the clients will not appear in the Upcoming Birthdays Group.

 

Any ideas why this is not working?

 

 

Groups Query.JPG

New Member
Posts: 10
Country: USA

Re: Dynamic Members not working in Groups

I'm using Sage ACT! Premium 2011 Version 13.0.401.0, Hot Fix 2

Silver Contributor
Posts: 1,813
Country: USA

Re: Dynamic Members not working in Groups

Technically you are asking the datbase who was born in the next 7 days.  Day , month and year.   what you want to know if whose birthdate day and month is within the next 7 days.  So, technically the query is not currect.

 

Birthdate is an annual event and is handled a little differently.  You can do lookup, annual events

 

Or you can do a critera of Month equal in your query to bring up those who have a birthdate in a certain month.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 10
Country: USA

Re: Dynamic Members not working in Groups

Jon,

 

Thanks for your reply.

 

What puzzles me though is this is a built-in Group within ACT and the query was already setup.

 

It seems to work when I click "Preview".  See Image below (I masked part of the client's names for security).

 

Query Preview.JPG

 

New Member
Posts: 10
Country: USA

Re: Dynamic Members not working in Groups

The same query is used in the Groups tutorial.

 

http://download.act.com/tours/training/2011/GroupsCompaniesTour.htm