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Group Rules in At 2008

New Member
Posts: 5
Country: Spain

Group Rules in At 2008

I have used Act version 6 for years and am now looking at ACT 2008 for the first time.  In the previous version I could define group membership rules but cannot see able to do this now.  Is this feature no longer available or am I missing something obvious? Thanks
Copper Contributor
Posts: 99
Country: USA

Re: Group Rules in At 2008

Rules still exist - they just moved it.  Click "Add/Remove Contacts" on the contacts tab in the group, go to the area marked "Dynamic Members" and add your group rules there using the "Edit Criteria" button.
Best Regards,


Chuck
New Member
Posts: 5
Country: Spain

Re: Group Rules in At 2008

Thanks Chuck. One more thing. I had my rules set up to run every week but I cannot see anything like that here. Being "Dynamic" does this mean it is an automatic update if the criteria is now met? Regards Anthony

 

Copper Contributor
Posts: 99
Country: USA

Re: Group Rules in At 2008

Dynamic rules parse people automatically - no need to run them at a specified time interval.
Best Regards,


Chuck