01-11-2013 12:05 PM
I'm starting to use Groups and SubGroups more and more. I was wondering if anyone had any Best Practices/Suggestions?
For example, should one add both the Group *and* the SubGroup to a Contact? Or, just the Subgroup? Why or why not?
01-11-2013 02:10 PM
01-11-2013 07:13 PM
One of the things about groups and subgroups in ACT!, is that the only relationship between them is the tree view on the group screen.
Many people come in thinking groups are a set and subset scenario - in other words, contacts in subgroups are also in their parent groups. Nope. They can be, but you have to build the logic for each group to do so