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Criteria have disappeared from my groups, and I cannot set up subgroup

New Member
Posts: 3
Country: USA

Criteria have disappeared from my groups, and I cannot set up subgroup

Sage ACT! Pro 2012.  My groups appear to select the proper contacts, however, when I go under add/Remove it says that there is no criteria.  Criteria was set up.

 

Cannot add subgroup.  When "save" , there is nothing in Hierarchy and the message says that the value cannot be null, Parametername: criteria.

New Member
Posts: 3
Country: USA

Re: Criteria have disappeared from my groups, and I cannot set up subgroup

Why has no one answered this?
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Criteria have disappeared from my groups, and I cannot set up subgroup

Hello Mimigree,

Welcome to the Sage ACT! Online Community!

 

Question 1 - criteria: When you click on Add/Remove Contacts, do you see the names of the contacts listed in the 'Static Members'section.  If yes, then the contacts were added manually to the Group - opposed to using Dynamic criteria.  Here is an article with further information about managing Contacts within Groups: KB Article 12864

 

Question 2 - error: This error is generally due to the fields selected in the Duplicate Checking function.  Here is an option for disabling Duplicate Checking: KB Article 24725

Greg Martin
Sage
New Member
Posts: 3
Country: USA

Re: Criteria have disappeared from my groups, and I cannot set up subgroup

Thank you for your response.  Question 2 and the solution ID24725 worked great.  I now have a new subgroup with criteria.

 

Question 1 is still unanswered because when I click on add/delete, no names show up in either the static or dynamic. The contacts in these groups are correct as listed.  The groups were created in another version of ACT - not sure which one as I have upgraded often.  Before I installed 2012, the contacts for a group always showed up in add/delete - static or dynamic.  Can this be resolved or do I need to go in and recreate criteria for these groups?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Criteria have disappeared from my groups, and I cannot set up subgroup

If the contacts aren't showing in either the Static or Dynamic area, it sounds like the Group(s) may be damaged. I would try adding the criteria to the Group, and checking the members listed. It may require creating a new Group and adding the criteria.

For the sub groups, you can drag and drop them into other Groups, should you need to create new Groups.
Greg Martin
Sage