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Act! 2008 -- Groups / Companies Under the Contact info...

Copper Contributor
Posts: 51
Country: USA

Act! 2008 -- Groups / Companies Under the Contact info...

At this time as far as I can tell when you add users to a company using criteria instead of manually entering them, you will not see the company under the Groups / Companies tab on the contact.

 

Yes I did pull the drop down to Companies / Divisions.

 

Anyone else notice this? 

Nickel Contributor
Posts: 220
Country: USA

Re: Act! 2008 -- Groups / Companies Under the Contact info...

I belive you have to manually click on Display Dynamic Group Membership whick will open up a window showing all the groups that contact is in.

 

Sort of silly if you ask me.  Submit a request for this feature under "request a feature" in the main menu of this board. This is reviewed by Sage regularly and considered for future releases.

Matt Pulsts
Your Intown Handyman
Atlanta, GA
Copper Contributor
Posts: 51
Country: USA

Re: Act! 2008 -- Groups / Companies Under the Contact info...


mvpulsts wrote:

I belive you have to manually click on Display Dynamic Group Membership whick will open up a window showing all the groups that contact is in.

 

Sort of silly if you ask me.  Submit a request for this feature under "request a feature" in the main menu of this board. This is reviewed by Sage regularly and considered for future releases.


Ahh I see.  Yes very silly.  The feature is there it just isn't intuitive.

Copper Contributor
Posts: 51
Country: USA

Re: Act! 2008 -- Groups / Companies Under the Contact info...

I don't see the "request a feature" link.  Is it in the forum menu or is it a forum?
Copper Contributor
Posts: 51
Country: USA

Re: Act! 2008 -- Groups / Companies Under the Contact info...

Found it.
Nickel Contributor
Posts: 220
Country: USA

Re: Act! 2008 -- Groups / Companies Under the Contact info...

Here it is.  Its listed in the main menu under ACT Extras



 http://www.act.com/community/feature/index.cfm

 

 

Matt Pulsts
Your Intown Handyman
Atlanta, GA