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List View - what happened to the OMIT contacts option

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Copper Contributor
Posts: 18
Country: United Kingdom
Accepted Solution

List View - what happened to the OMIT contacts option

I'm sure in an older version of ACT (I'm on V18), when you did a lookup, there was an option to omit contacts and therefore further refine your list.

 

The omit contacts is no longer available, is there no easy way to visually look at the list and select contacts you want to exclude?


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Accepted by topic author Falcon703549
‎03-23-2018 10:16 AM
Administrator
Posts: 1,379
Country: United_Kingdom

Re: List View - what happened to the OMIT contacts option

Hi Falcon703549,

It looks like you're using a customised version of Act - looks like Durkin's Impact Suite addon. Unfortunately, I'm not familiar with the way things are laid out with that addon enabled.

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Administrator
Posts: 1,379
Country: United_Kingdom

Re: List View - what happened to the OMIT contacts option

You can right click any contact in the list view and choose "Omit Selected Contacts"
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Copper Elite Contributor
Posts: 122
Country: Germany

Re: List View - what happened to the OMIT contacts option

Yes that's true but that's only possible for contacts and opportunities unfortunaltely not for groups and companies...

Jan Teske
ACC
jbt consulting
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Administrator
Posts: 1,379
Country: United_Kingdom

Re: List View - what happened to the OMIT contacts option

You are correct there Jan, however, as far as I'm aware this has never been a feature for Companies or Groups.
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Copper Elite Contributor
Posts: 122
Country: Germany

Re: List View - what happened to the OMIT contacts option

Hi Jon,

 

yes you are right, it might be a very useful feature anyway :-).

 

Jan Teske
ACC
jbt consulting
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Copper Contributor
Posts: 18
Country: United Kingdom

Re: List View - what happened to the OMIT contacts option

I'm in contacts list view and cannot see the omit contacts option.

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Bronze Elite Contributor
Posts: 1,779
Country: United_Kingdom

Re: List View - what happened to the OMIT contacts option

Falcon703549 - That is not the List View.

 

You need to select the List View from the menu towards the top of the Contact Details View to see the options including 'Omit Selected'

 

HTH

 


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
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Copper Contributor
Posts: 18
Country: United Kingdom

Re: List View - what happened to the OMIT contacts option

Thanks David, I'm sorry but I can't find any menu list that shows omit, would you be so kind as to give me an * guide to finding this please?

 

Much appreciated.

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Copper Contributor
Posts: 18
Country: United Kingdom

Re: List View - what happened to the OMIT contacts option

Not sure why * got inserted but I wanted to say ' I D I O T S' guide :-)

 

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Copper Elite Contributor
Posts: 122
Country: Germany

Re: List View - what happened to the OMIT contacts option

When you rightclick any conatct in the list view you should be able to choose the option "omit selected contact". In case you don't have that it please send a screenshot because that would be very unique.

Jan Teske
ACC
jbt consulting