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need help on groups or filters

New Member
Posts: 14
Country: Canada

need help on groups or filters

Hi,

 

I am new to act as we just converted from Goldmine 6.7 to act2011 premium.

 

when we did our conversion our category field that we had in Goldmine became the ID/Status field. We use this field(category) in Goldmine to build group based on our distributors and then we would use email to email these groups.

 

I have having a hard time figuring out (and it is probably staring me in the face) how to create group in Act. We have for example abc company which has 200 location and we have the ID field that has been coded as ABC. Now we want to create a group based on the ID called ABC.

 

Can any one help ?

 

As well once the group is created I want to be able to email this group. So I need to figure out how to make this group active for emailing. Again can anyone help me please.

 

Thanks

 

Robert

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: need help on groups or filters

There are several options when creating a Group, here is an article with detailed instructions for the options: KB Article 12864

 

Groups can be e-mailed to; the most common procedure is to right click on a Group name > select 'Create Lookup' > then you can send an e-mail to the 'Current Lookup'.

Greg Martin
Sage
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: need help on groups or filters

Don't forget that if you are using the ACT mail merge tool, all you have to do is select the group you want to send the merge to...

New Member
Posts: 14
Country: Canada

Re: need help on groups or filters

[ Edited ]

Thanks all for the help and advice.

 

I have though still a few simple questions.

 

1) when quick attaching and the email attaches to the customer record. How can we see the complete full HTML email within act ? it shows me the email BUT if there are any pictures of items or log is becomes a url link.

 

2) when quick attaching an email and replying to the email is there a way in the Hostory to see which email came in and which email were outgoing ?

 

3) when I quick attach an email and in Outlook it has several PDF documents as attachments. In Act it only shows me an msg link which when I click on it it opens outlook and shows me this email. How can I show these pdf attachments in act ?

 

4) when an email come in from a customer and we have logged in act an email account for this customer BUT the email that just came in came from his/her other email account. (secondary email account for business) How can I tell act when I want to attach to the contacts that it should be save under this customer even though in act we have their other email on file.

 

5) when clicking on the history and you pick a specific email(history) you need to reply to. where do you go to reply to the specific history. I cannot seem to find it.

 

6) when quick attaching an email to act. the email is still in Outlook. can this email be deleted ? or does it need to be filed in outlook in order for act to reference it later ?

 

Thanks in advance for the help.

 

Robert