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ACT Pro 2012, cannot create a new group

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New Member
Posts: 2
Country: USA
Accepted Solution

ACT Pro 2012, cannot create a new group

I have ACT Pro 2012

I enter the name for a new group but I cannot save the new group. 

I tried adding contacts to the group while still in the create new group window but they do not show up in the group contacts list.  I found that if I entered something in "Group Notes" and closed,  the contacts would then show up in the Group and the Group name also shows up in the Group Tree.  At this point I cannot remove or add another contact to the group.


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Solution
Accepted by ghollister (Platinum Elite Contributor)
‎09-25-2015 03:20 AM
New Member
Posts: 2
Country: USA

Re: ACT Pro 2012, cannot create a new group

Problem solved!  Found the answer in a previous post.  Answer came from:  wellmet- Stan Smith
ADS Programming Services
Birmingham, AL 35209
205-222-1661
www.adsprogramming.com

 

Tools>Preferences>Admin>Duplicate Checking>Group> set to something valid

 

Working fine now!

 

Thanks Stan!

View solution in original post


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Solution
Accepted by ghollister (Platinum Elite Contributor)
‎09-25-2015 03:20 AM
New Member
Posts: 2
Country: USA

Re: ACT Pro 2012, cannot create a new group

Problem solved!  Found the answer in a previous post.  Answer came from:  wellmet- Stan Smith
ADS Programming Services
Birmingham, AL 35209
205-222-1661
www.adsprogramming.com

 

Tools>Preferences>Admin>Duplicate Checking>Group> set to something valid

 

Working fine now!

 

Thanks Stan!

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: ACT Pro 2012, cannot create a new group

[ Edited ]

Hello twood211,
Welcome to the Sage ACT! Community. I'm glad to hear you found the solution in this forum. As a result of your post, we have published a Knowledgebase article to share this information:
http://kb.Sagesoftwareonline.com/cgi-bin/Sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=2862...

 

Thanks!

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

New Member
Posts: 4
Country: USA

Re: ACT Pro 2012, cannot create a new group

Yes, that worked for me as well. Thank you.
New Member
Posts: 2
Country: USA

Re: ACT Pro 2012, cannot create a new group

Hi Greg,

I'm trying the solution listed above and in the database and when I try to modify the Duplicate Checking box, the box is greyed so that can't modify it. Any suggestions?
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: ACT Pro 2012, cannot create a new group

[ Edited ]

Hello ComplianceTeam,
Welcome to the Sage ACT! Community. You'll need to ensure that you are logged into the database as an Admin or Manager user. Standard users do not have access to the duplicate checking settings. In addition, this setting is not available on remote databases either.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

New Member
Posts: 2
Country: USA

Re: ACT Pro 2012, cannot create a new group

Thanks for the response Greg.  Once that setting is change, can remote users still create and maintain groups?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: ACT Pro 2012, cannot create a new group

Once you change the settings in the main database, those settings will come over when the remote user syncs.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.