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Location Inside a State?

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Astute Commentator
Posts: 11
Country: USA
Accepted Solution

Location Inside a State?

This is not an ACT! program issue.  (I have ACT! Pro V16.311.0 HF1 running a shared database on a Windows 7 Pro machine on my network)

 

Has anyone segregated their contacts within a state using ACT!?  I would like to group contacts between (for example) northern and southern California.  I do it manually right now after I have exported a Group lookup into Excel.   I am curious if I can do it once inside ACT! and not have to worry about it again when I want to plan another sales trip.

 

Thanks for any ideas. 

 

Kind Regards,

Steve


Accepted Solutions
Solution
Accepted by topic author SOCFuse
‎05-23-2017 06:45 AM
Bronze Contributor
Posts: 1,393
Country: USA

Re: Location Inside a State?

I like the dynamic list building, but this would be from a contact perspective and will display all the contacts that meet the criteria.  A company will likely have several contacts.  If this is the approach you would like to take, I would approach it from several perspectives, whichever is the most efficient for you.

 

  1. Cities correlated to geographical location desired
  2. zip codes
  3. Area codes

In either case data will have to be segregated by either creating a number of advanced lookups.  Once the advanced lookups are done, the company inclusions will be dependent on the set criteria. 

 

As you add a contact, you can also click on the Groups/Companies Tab and select "Show Dynamic Membership".  That will confirm if the system put the contact n the right grouping.

 

If you are not using the fields Region or Territory in the Company Info Tab while in the Companies view, you could do a couple of things.

  • Modify the drop down list to meet your criteria
  • Build a new drop down list and edit the field to use that list.

 

Hope this helps

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

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All Replies
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Location Inside a State?

One way would be to add a contact field for county and then use a dynamic groups with a list of counties for north in one group and a separate list for south.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Solution
Accepted by topic author SOCFuse
‎05-23-2017 06:45 AM
Bronze Contributor
Posts: 1,393
Country: USA

Re: Location Inside a State?

I like the dynamic list building, but this would be from a contact perspective and will display all the contacts that meet the criteria.  A company will likely have several contacts.  If this is the approach you would like to take, I would approach it from several perspectives, whichever is the most efficient for you.

 

  1. Cities correlated to geographical location desired
  2. zip codes
  3. Area codes

In either case data will have to be segregated by either creating a number of advanced lookups.  Once the advanced lookups are done, the company inclusions will be dependent on the set criteria. 

 

As you add a contact, you can also click on the Groups/Companies Tab and select "Show Dynamic Membership".  That will confirm if the system put the contact n the right grouping.

 

If you are not using the fields Region or Territory in the Company Info Tab while in the Companies view, you could do a couple of things.

  • Modify the drop down list to meet your criteria
  • Build a new drop down list and edit the field to use that list.

 

Hope this helps

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