06-04-2009 03:01 AM
I am now working on building my groups and setting the associated filters
I got one product type (product name) that has many providers (associated with)
I have set up a group for the product type and set the filter so it shows all clients with that product.... how do i now do a sub group with the same filter but limited to just the provider????
06-09-2009 07:53 AM
Groups and subgroups are separate entities with separate membership criteria. For the subgroup, you would need to define a criteria that includes the product filter you used for the Group, plus the provider filter for that subgroup.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
06-09-2009 02:52 PM
Thanks i have already done that
What i cant get to work is to use the "associate with" field as it does not show up in the list unless i am blind and not seeing it