02-18-2016 01:41 PM
When I am viewing contacts in "List View" is there a simple way to view which Groups a contact belongs to? Is it possible for it to be a column here?
I'd like to be able to view a list of contacts and see at a glance if a customer belongs to a specific group or not, without having to click 'detail view' then click the 'groups/companies' tab....It would take me forever to go through each contact this way...
02-18-2016 02:00 PM
I think it's not possible to add the Group as a field in the Contact List.
Do not forget to periodically back up your database - including attachments - in a folder created for this purpose. - Then copy this ZIP file to a USB stick or external drive for better security.
Keep in a safe place the Act! administrator password.
Good luck and best regards,
02-23-2016 07:53 AM
02-23-2016 09:25 PM
Thank you for the suggestions. We are talking about a couple thousand contacts though. Our groups are mainly based on their location/by territory of our Sale reps. So I'm not sure either of these options would work for us. Either way, it would require a large amount of data entry for someone.... most likely ME. lol
02-24-2016 03:29 AM
Gary's suggestion might not be that hard to do if you only have a couple of groups you need to track. If they are already in a group just create a couple of new fields that fit the description, now look up the corresponding group, create a lookup, now do a bulk edit of the lookup to update all the fields in the lookup.