03-09-2014 10:48 AM
I need help. How do I transfer several contacts in one group so they are removed from the group they are in and placed in another group.
03-10-2014 07:44 AM
The following ACT! Knowledge Base article should provide some help with this task:
http://kb.swiftpage.com/app/answers/detail/a_id/12864/kw/12864
You will need to:
1. Do a Lookup of the Contacts in that Group (right-click the Group name on Group Detail screen.
2. From that Lookup, Omit Selected Contacts that are not be removed from the Group, leaving only those Contacts in the Lookup that are to be removed the Group.
3. Remove the Lookup from the current Group (use the Add/Remove Contact button at the top of the Contact tab of the Group Detail screen for that Group),
4. Add that Lookup to the new Group (again using the same Add/Remove Contact button at the top of the Contact tab of the Group Detail screen for that Group).
03-10-2014 05:33 PM
I can't get this to work. It is so confusing. Is there any other way to do this. Too confusing for me
03-11-2014 07:11 AM
Feel free to call me and I will provide some additional help on this.