Community
Showing results for 
Search instead for 
Do you mean 
Reply

Group Criteria

Copper Contributor
Posts: 6
Country: USA

Group Criteria

I have created a group based upon the following fields, company name, company status, company state and sales rep.  Now I need to create a 4th criteria which is, only pulling 10 companies per sales rep. Once this criteria has been created I will perform a mail merge to a letter . Is there any way to accomplish this task via using the group.

 

Thanks A Bunch!

Bronze Contributor
Posts: 955
Country: Australia

Re: Group Criteria

If you want a random selection then I do not see a way to do this.

 

the only way you are going to achieve this I can see is to have a field, or tick box whihc you tick to be included and then use this as the fourth criteria.

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.
Copper Contributor
Posts: 6
Country: USA

Re: Group Criteria

Ummmm...... I'm not understanding what you are saying could you please eleborate abit futher?

 

Thanks In Advance

Copper Contributor
Posts: 6
Country: USA

Re: Group Criteria

Let me elaborate as well... I have a group that has the criteria for a sales rep = Jane, Prospect=Yes, State= CA. which returns 107 clients. Now I would like to pull only 10 on 9/7/11 at a time from this group to send a letter. Then on 9/14 out of the remaining 97 I would like to send them a letter as well. Repeating this method until all 107 clients have received a letter.

Can you tell me how this would be possible to complete this task?