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Group lookup

New Member
Posts: 1
Country: USA

Group lookup

I recently upgraded to ACT 2011 and I can no longer create a lookup simply by selecting a group.  On my previous version from the contact screen I could selet a group and instantly I had a lookup of that group.  Now I have to lookup a group, select all members and say to create a lookup.  Can anyone point me in he right direction.

Bronze Contributor
Posts: 1,393
Country: USA

Re: Group lookup

Hello ccarmicha..

 

I think you have it pretty much right.  You can skip a step by right clicking on the group name and selecting create lookup.

 

 

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
Bronze Super Contributor
Posts: 1,543
Country: United_Kingdom

Re: Group lookup

Its very simple - just highlight the Group and click on the 'View Contacts Within Group' in the list of the Related Tasks on the left.


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org