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Creating a group based on criteria in the related company...

New Member
Posts: 11
Country: USA

Creating a group based on criteria in the related company...

I would like to create a contact group based on criteria stored in the related company table.  I can't see how do to this.  For example I would like to create a group of all contacts who are related to a company with a rating of "A" where rating is a user field defined in company.  Is this possible? 
Bronze Contributor
Posts: 955
Country: Australia

Re: Creating a group based on criteria in the related company...

Groups are able to be create from Contact or Opportunity queries not from Company queries. What you would need to do is to add a field to the contact tables and then create the group from here.

 

sorry not currently an option

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.