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Sage Act Premium 2011 ;In a Subgroup how do I dynamic members using Edit Criteria : Group and a condition

New Member
Posts: 2
Country: India

Sage Act Premium 2011 ;In a Subgroup how do I dynamic members using Edit Criteria : Group and a condition

Hello all,

 

We use sage act premium 2011 for workgroups on Win 7 home premium. We have made a group(let us group A) and added members manually based on the product they buy.

 

Now when we make subgroups under this group A, we want only those members who are in the parent group A and then meet certain criteria in User1 field in Contacts. However, in dynamic contacts, you can add contacts based on only on fields in contacts or opportunity.

 

So in a subgroup(parent group A) when I add contacts dynamicaly based on user1 field in contact, I get all the contacts based on dynamic condition even though they are not present in parent group A.

 

Hope I am clear.

 

Can someone please help me with this issue?

Rutvij Gandhi

 

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Posts: 14,384
Country: Australia

Re: Sage Act Premium 2011 ;In a Subgroup how do I dynamic members using Edit Criteria : Group and a condition