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Group descriptions

New Member
Posts: 1
Country: USA

Group descriptions

Hello,

 

I am a new user of Sage ACT! Premium and had a question about the description text box for groups.  The default for the pre-existing description is set up similar to a "formula", "Contact records where X field is equal to "X".  I've changed this description/formula to read what contacts I would like to go into this group, but it's not working...I'm still having to manually add contacts to that specific group.  Is there something else I need to do to make this formula work?  Please help.  Thanks.

Nickel Super Contributor
Posts: 843
Country: United States

Re: Group descriptions

Description is only a description or reminder what the group is for.

You need to click on the Group's contacts tab, click Add/Remove contacts, and click Edit Criteria...that's where you choose the field and what it's supposed to contain or equal to...

Good luck!

Rita Kogstad
RKA Associates
Stamford, CT