05-12-2011 09:30 AM
The first thing I want to do in the morning is do a lookup of my most common Group.
When I choose "Groups" from the lower left corner of Act, it goes to the "Group" screen. But it goes to some default group that I'm not interested in for my first activity of the day.
Is there a way to tell Act which Group Hierarchy to show as the default?
05-12-2011 12:19 PM
The default for the Group screen is to display the Group/Subgroup that occurs first alpha-numerically. There isn't an option to set a particular Group/Subgroup as the default, but you can rename a Group/Subgroup so that it is first alpha-numerically.
05-17-2011 01:54 PM
Definitely a "New Feature Request".
When grouping clients by tax year, 2009 comes before 2010. But I want to see the current year as my default. And just because a group doesn't have a subgroup, doesn't mean it should fall after ones with subgroups.