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Delete Dynamic Contacts in Groups

New Member
Posts: 2
Country: Australia

Delete Dynamic Contacts in Groups

Hi, 

 

I am a new user to Sage pro 2013. 

I have created a group with dynamic contacts. 

Within my companies I have multiple contacts which have all come over to the group created. 

How do I delete contacts linked to a company that are now contacts in the group. ( i.e.. I may have 3 contacts but only want one, for example the manager) 

Any help would be great Smiley Happy 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Delete Dynamic Contacts in Groups

If they're Dynamic ... you need to define the Group rules to properly exclude the ones you don't want.

Maybe an additional field?
New Member
Posts: 2
Country: Australia

Re: Delete Dynamic Contacts in Groups

Thank you. 

As they were created as dynamic contacts within the group I was unable to delete the names I did not require. I managed to create a additional field within contacts as a tick box for primary contact. In future I will select this box so when creating a group only the contact with this box selected will come up.