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For Contact Activity; how do I get that to work for just one subgroup instead of the entire database?

New Member
Posts: 2
Country: USA

For Contact Activity; how do I get that to work for just one subgroup instead of the entire database?

I have been looking at this for hours and I still can not figure out how to get to a point where I can get the contacts that have not been contacted into a list from one subgroup.  Every time I try it gives me who hasn't been contacted from the entire database instead. 

 

This is what I was doing:

 

LookUp; Contact Activity; Not Changed; Since Date ; Search in; OK   I've tried this but even when I am in a specific subgroup it still gives me all the contacts from the whole database. 

 
Nickel Super Contributor
Posts: 397
Country: USA

Re: For Contact Activity; how do I get that to work for just one subgroup instead of the entire database?

That happens because there is not a dynamic search criteria - no changes automatically.

 

In the Croup (without contacts) - Click on  Add/Remove contacts -  Edit Criteria -  Type: Contacts  -  Field Name:  Edite Date  -  Operator:  Olderer than (## Days)   ADD TO LIST Option - Preview....   How Many contacts?

 

This Criteria works dynamically and automatically switches.

 

Similarly you can do to Opportunities  (Type: Opportunities)

 

I'm no expert, but it is an Idea