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Adding a sort-able field in ACT 6.0

New Member
Posts: 5
Country: USA

Adding a sort-able field in ACT 6.0

How do I add a sort-able field to ACT 6.0?

 

I need this field to be sort-able, so I can sort our contacts into different groups according to the projects they are involved in within our company. I need our contacts to have the ability to be in more than one group simultaneously. 

 

I have tried to use the "Design Layouts" feature under "Tools" in the toolbar, but this did not work. Please let me know if there are any ways to do this.

Silver Contributor
Posts: 1,813
Country: USA

Re: Adding a sort-able field in ACT 6.0

I believe any field can be sorted in the contact list. But it seems like what you are looking for is a multi select drop down. This feature was added in newer versions of ACT.

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Jon Klubnik| ActTrainer.com
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New Member
Posts: 5
Country: USA

Re: Adding a sort-able field in ACT 6.0

I think you're right... I am looking for a field that I can fill with criteria (project names) so I can assign contacts to these groups. So this is not possible in ACT! 6.0?

New Member
Posts: 5
Country: USA

Re: Adding a sort-able field in ACT 6.0

It might also be called a "key word" field, used to seperate contacts by this key word (or project name).

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Adding a sort-able field in ACT 6.0

No. Two features of the current version of  the ACT! program would be helpful for you. Multiselect dropdowns and dynamic groups where the group membershi is define by an advanced query.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 5
Country: USA

Re: Adding a sort-able field in ACT 6.0

do you know anything about getting the newer version of ACT?

should we update, can we import our contacts from the older version of ACT to the newer version?

how much does it cost? what are some other advantages and new features of the newer version?

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Adding a sort-able field in ACT 6.0

Please send a private message or contact me direct.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Adding a sort-able field in ACT 6.0

Actually, you can have multi-select drop downs and dynamic groups in ACT! 6.0
New Member
Posts: 5
Country: USA

Re: Adding a sort-able field in ACT 6.0

Do you know where I can find instructions on how to create multi-select drop downs and dynamic groups?

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Adding a sort-able field in ACT 6.0

As I remember all dropdowns were a form of multi-select, you simply used the Ctrl key to select more than one dropdown entry.

 

There wasn't any true dynamic groups. What was available was an ability to update group membership according to a lookup query that you attached to the group. The membership was only updated when you specified that ACT! should update group membership, not every time the group was accessed. Also as I remember the updating was only one way, it added new contacts to the group but didn't remove contacts that no longer qualified for group membership.

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