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Associating contact with group for export or report

New Member
Posts: 1
Country: United States

Associating contact with group for export or report

I'm looking to export a list of contacts that are in various groups and I want to show each contact and the group they belong to.

But ACT! does not seem to associat the 2. you can Either export groups or contacts but not contacts and the names of the various groups they are in.


Does anyone have a solution?

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Associating contact with group for export or report

You might either create a report... but it I think it might be a bit complex to do that, and it would depend on what you wanted to do with the data.

 

Or you could use something like itExport

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Associating contact with group for export or report

About the only way is to create a lookup of the group members and then use Edit | Replace to put the group name in an unused field.
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: Associating contact with group for export or report


Roy_Laudenslage wrote:
About the only way is to create a lookup of the group members and then use Edit | Replace to put the group name in an unused field.

Won't work for Contacts attached to multiple Group, unless you add a field for each Group

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Associating contact with group for export or report

I agree but for any single group it works.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129