05-11-2012 07:35 AM
OK - am I missing something very obvious or is Act unable to do the following:
I want to build groups based on specific field criteria. I'm aware of the query selection capability for DYNAMIC group membership, but I want them to be static, NOT dynamic.
It seems I can only make a static group by looking up the contacts/companies in a window. ARE YOU KIDDING ME? It will take an hour!
What am I missing?
05-11-2012 09:27 AM - edited 05-11-2012 03:08 PM
By definition, the static method is intended for manually adding members. These would be permanent members of the group regardless of field values. It sounds like you want to take a group of contacts based on a field criteria, then add them as static members. To do this:
- Perform a Lookup or Advanced Query of the contacts based on the field or fields criteria
- In the resulting list, you can either:
* New Group: Lookup > Groups > Save Lookup as a Group
* Add to Existing Group: Select all contacts in this list, right-click and select Add Contact to Group
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.