06-08-2011 09:20 PM
I have an older version of SAGE act. (Three to four years old).
This is very basic question, but I am flummoxed!
The issue I am having, is seeing all the contact in a group that contains sub-groups.
When I click on a group that contains sub-groups, all I see are the contacts that I put in that original group.
If I have dragged other groups into that "Main" group, to make several subgroups within a Main group, I dont see them on a group look up.
I made the assumption that I would abe able to see ALL contacts with in the Main group, THAT INCLUDED the subgroups for a Main group look up.
How do I see everyone in a group that includes subgroups?
06-09-2011 06:28 AM
If I understand your question correctly, you would like the group membership to "roll up" for example you have had subgroups, TX, CA, NY, etc, all of their members would be in a parent group called United States.
Unfortunately, ACT is not designed this way. this would be a feature request. If you're interested, feature requests can be submitted here
06-09-2011 07:40 AM
Thank you for your answer. Can you please explain the purpose of a subgroup(s) if they can not be excluded or included in a parent group look up?
Just so I am very clear, my question is if I have a parent group called "Purchased" and I have put 20 retail clients in that group, along with two subgroups: Galleries" and another called" Museums" with each subgroup containing 20 clients.
If I do a look up on the parent group "Purchased" you are saying there is no way to see the total 60 contacts? A simple "No you can't do this", will clarify matters for me!
06-09-2011 08:03 AM
It depends on how you populate the groups and subgroups. If Static there isn't any automatic way. If Dynamic you should be able to have a group query that was all inclusive and the subgroups have a portion of the main group.
06-09-2011 02:19 PM
You would have to create the criteria of both groups manually. The membership of the subgroup would not automatically contribute to the membership of hte main group. Based upon that, no you can't do that.
It's more of an organization tool, although it would be nice to have the rollup feature.