02-24-2011 11:00 AM
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.
02-25-2011 05:27 AM
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...