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Lookup search

New Member
Posts: 3
Country: United States

Lookup search

Looking for a method to search for all contacts that are not assigned to a group.  I am trying to locate and organize all my contacts into groups and need a way to find contacts that do not have a group assigned yet.  Thank you for your help.

Nickel Elite Contributor
Posts: 934
Country: USA

Re: Lookup search

Here is one way;

 

Take your existing Groups ( on each group folder, rite mouse click and select Create Lookup

  then select all the records in that group and set some field such as User 1 ( located in the User Fields Tab ) to a value such as ;GROUPED

    by clicking on EDIT, REPLACE FIELD,   select the user 1 field and add the value;  GROUPED.

 

Do this for each of your Group Folders that apply.

 

Now all of your existing grouped records will have a Value of " Grouped"  in the field called user1 found in your User Fields Tab.

Now -

Lookup ;  All Contacts

Then goto the User Fields Tab

 and  Right Mouse click on the field called User1 and select Lookup

 select Search for option;  Empty Field

 

That will produce a list of contacts you have not grouped yet and you can save that lookup also.

 

There you go - Cheers - fsb

 

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
Nickel Elite Contributor
Posts: 934
Country: USA

Re: Lookup search

REMEMEBR TO ALWAYS BE SAFE BY BACKING UP YOUR ACT! DATABASE DAILY

  AND  BEFORE MAKING MAJOR CHANGES

FILE

BACKUP

DATABASE

 

CHEERS -FSB

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
New Member
Posts: 3
Country: United States

Re: Lookup search

Thanks Bill, I appreciate the quick response.