11-11-2008 08:15 AM
It can be done, but there will be a couple steps.
You can either have a field and add the group name(s) the contact belongs to and do a advanced query on the field. Or if your groups are setup dynamically, you can do an advanced query on the criteria to create the lookup.
11-11-2008 08:17 AM
11-26-2008 10:28 AM
I have a related question which I can't quite find the answer for. In general, I want to be able to create a lookup based on a contact's inclusion in or exclusion from multiple groups. Example:
John Doe is a member of the "people I met at last year's industry conference" group and the "do not send marketing info" group. Jane Doe is a member of the "people i know through act user forums" and "do not send marketing info" group. I want to send a marketing e-mail to everyone I know from last year's industry conference and everyone I know from the Act forums, excluding those who have requested to be excluded from such e-mails. I can't even find a screen in Act to do this -- all the contact based lookup options look at contact fields and all the group queries look at group fields -- there doesn't seem to be a way to bridge the two.
I have also looked at the dynamic membership (mentioned in above posts) but can't figure out how to do what was described, much less how to accomplish my purpose.
I am using Act 10.0.1.199.
Thanks for your help.
03-26-2019 04:30 AM
Thought I would update this old forum message as ACT have now included this in fix for ACT V21 HF 6 or above.
Go to Groups - List View - Click on groups you want using mouse and Ctrl - Right click - Create Lookup