08-11-2011 02:24 PM
I have been having trouble getting one of my dynmaic groups to work. I want to set up a group that will display clients upcoming brithday's. I create a group, title it, then go to "Add/Remove Group Members". The I go to "Edit Critera". then I enter the criteria as follows, Type; Contacts, Field Name: Birth Date, Operator: Within Next [days], Value: 7, And/Or: End. After that I hit "Add to List", the I hit "Preview" and all the clinets that fit into that criteria's names appear. Then I hit okay, and none of the clients have been added to the group...
To make things weirder, when I change the Operator to say Operator: Within Last [days], and hit okay, all those clients are added to the group.
Am I missing something here?
08-11-2011 03:57 PM
08-16-2011 12:26 PM
Hello again, the fact it shows them via a Lookup means I am still convinced it is displaying something but you just can't see them.
Do you have contacts without a contact name but with a date of birth (maybe's some records you have been playing with while trying Act)?. In this case, it finds the match and is trying to display their Forename, surname or contact name on the Group screen but because it hasn't got this data on the Contact record it looks like it is displaying nothing.
1) try clicking onto the imaginary first record it would find and see if you can scroll down.
2) Right click onto the imaginary group list and create a lookup from the Group. This will then take you to the larger lookup screen where you can get a better view of the records it has found.
08-17-2011 11:28 AM
It can't be a viewing problem, I can see contacts names and such just fine when I go to other group. I went to the lookup screen, and there aren't any records that have blank names.
08-17-2011 11:31 AM
Here's what's weird about this whole thing. ACT! has a default group that shows upcoming birthdays. We went into this group and saw that the criteria was to show the bupcoming birthdays for the next 14 days, all we did was go to go into "edit criteria" and changed the 14 to a 7. And all of a sudden the group was completely blank, even though we have at least 20 clients with upcoming birthdays within the next 7 days.
Thanks for your help