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Crosschecking Data between Groups

New Member
Posts: 2
Country: United States

Crosschecking Data between Groups

Hi, I was wondering if it's possible to crosscheck client data so as not to include a client in more than one group.  I know you can search for each cilent individually, but it's slow and inconvenient, is it possible to check a certain group against all other groups?  Thanks!

 

-Walker

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Crosschecking Data between Groups

Not a standard function of ACT! (any version)... could be done via an add-on, but would be faily tricky
New Member
Posts: 2
Country: United States

Re: Crosschecking Data between Groups

That's too bad, it's hard to cross check them all manually, but we don't want our employees calling their sales groups and having them overlap within a few days of each other.  Thanks for the information though!