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Moving contacts from one group to another?

New Member
Posts: 16
Country: United_Kingdom

Moving contacts from one group to another?

 

How do I move contacts from one group to another while ensuring that the contacts are automatically deleted from the group they were moved from?

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Moving contacts from one group to another?

Hello marada,

If the group members are in the group due to dynamic membership criteria based on the value in one or more fields, then changing the value in those fields from the criteria of the first group to the criteria  of the second group will automatically remove them from them from the first  group and place them in the second group.

 

Example:

Group A criteria: ID/Status Field = Prospect

Group B criterial: ID/Status Field = Sold

 

To remove contact from A and add to B, change the value in that contact's ID/Status field from "Prospect" to "Sold".

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.