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Add Group Membership Info to the Contact Layout

New Member
Posts: 2
Country: USA

Add Group Membership Info to the Contact Layout

Hello,

 

I'm designing my contact layout and was curious if it is possible to add a box to the contact layout that will show the groups a contact is a member of?  I know I can click the group tab below, to see this info, but would like to see which groups the contact is a member of while staying on the notes tab.  Is this possible, or any suggestions/ideas?

 

Thank you in advance!

 

Clete 

Nickel Contributor
Posts: 231
Country: Canada

Re: Add Group Membership Info to the Contact Layout

Hi Clete,

 

Not without an add-on. Here is one that also allows you to copy data from the group record (works with companies and opps as well): http://www.exponenciel.com/actaddons/actaddon.aspx?ID=130

Gilles Cavin
http://www.exponenciel.com
Make sure you check our free Act! add-ons!
Create Web forms in seconds and import form results directly into Act! with Automatic Web Forms
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New Member
Posts: 2
Country: USA

Re: Add Group Membership Info to the Contact Layout

Ok - Thanks.  Is it one license you have to buy per database, or per database user?

Nickel Contributor
Posts: 231
Country: Canada

Re: Add Group Membership Info to the Contact Layout

Licensing is based on the ACT! username. See http://www.exponenciel.com/order.aspx for all details.

If you have any other question, feel free to contact me using http://www.exponenciel.com/customerservice.aspx

Gilles Cavin
http://www.exponenciel.com
Make sure you check our free Act! add-ons!
Create Web forms in seconds and import form results directly into Act! with Automatic Web Forms
Fill in PDF Forms without retyping data using Act! to PDF Forms