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Need help- Need Company & Contact name in group/companies list

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New Member
Posts: 2
Country: USA
Accepted Solution

Need help- Need Company & Contact name in group/companies list

Hi all,

 

I am working off of a shared database with the 2011 Premium version of ACT!. We are operating with Windows 10.

 

I am trying to create a list I can print off that shows a single contact's Group Name, Group Description, Client Name, Company, and Contact information. I have gotten this far.... Contacts > "smith" > Groups/Companies tab > THIS is where i can see the list of groups this contact is listed in. However, when i customize my columns to show the person's contact name alongside these groups, nothing populates. Everything I'm asking for is filled out and saved at the top section of the customer info.

 

Thank you in advance.


Accepted Solutions
Solution
Accepted by topic author nagel23
‎09-12-2016 08:09 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Need help- Need Company & Contact name in group/companies list

Hi nagel23,

This kind of task would be much better suited to a report in Act. The Group Membership report can generate a list of all the contacts in any groups, and the report could be edited to include the group description.

Here's a Knowledgebase article on how to run and edit reports in Act: http://kb.act.com/app/answers/detail/a_id/14022

It's worth noting that Act 2011 is not listed as being compatible with Windows 10. There may be some features which expereince issues running on this OS: Check the compatibility matrix for more info: http://kb.act.com/app/answers/detail/a_id/29767

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All Replies
Solution
Accepted by topic author nagel23
‎09-12-2016 08:09 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Need help- Need Company & Contact name in group/companies list

Hi nagel23,

This kind of task would be much better suited to a report in Act. The Group Membership report can generate a list of all the contacts in any groups, and the report could be edited to include the group description.

Here's a Knowledgebase article on how to run and edit reports in Act: http://kb.act.com/app/answers/detail/a_id/14022

It's worth noting that Act 2011 is not listed as being compatible with Windows 10. There may be some features which expereince issues running on this OS: Check the compatibility matrix for more info: http://kb.act.com/app/answers/detail/a_id/29767
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Need help- Need Company & Contact name in group/companies list

Not entirely sure what you're trying to do but I believe that a report would be the only answer. If you want to have the group with the contacts and contact information, that can be done with the ACT reports. However if you want the group information for a contact you would need to use a third party report editor like the Durkin Impact reports.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129