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Get all Groups of a Company (Of the Contacts of a company)

New Member
Posts: 4
Country: Germany

Get all Groups of a Company (Of the Contacts of a company)

[ Edited ]

Hello, is it possible to get a list/lookup of a company and the corrosponding groups (of which the contacts of that company are in)?

 

Apple Inc <=> Smartphone Group, E-Business Group

...

 

The Marketing Team wants to have a list with company names and the Groups which they (the contacts of that company) are in.

 

Any hints are appreciated!

 

Regards, Mike

Platinum Elite Contributor
Posts: 6,515
Country: USA

Re: Get all Groups of a Company (Of the Contacts of a company)

There isn't any way to create such a list or report directly with ACT! itself. The create such a report would require use of a third party report editor
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
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royel@techbenders.com
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Administrator
Posts: 3,033
Country: United_Kingdom

Re: Get all Groups of a Company (Of the Contacts of a company)

Hi Mike,

As Roy has said, there isn't a one-click solution for this within Act!. This would require exporting the contacts within each group to excel, and then comparing them to an exported list of contacts from the company.
Nickel Elite Contributor
Posts: 910
Country: USA

Re: Get all Groups of a Company (Of the Contacts of a company)

[ Edited ]

This option may work for you? Create a Group Field in Contact module and or Company etc and maybe use a drop down table.

This way below the Contacts and or Company reports should work? Perform desired lookup prior.

Reference screen shot image

FillStaffATSCareerGroupsScreenShot02222017.jpg

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Dynamic Groups could be setup using a new key group field also in the contact and company module(sync the company Field to contact field).

Seems like desired Groups reports would work then?

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