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Multiple Group Lookup

New Member
Posts: 2
Country: United States

Multiple Group Lookup

I want to include the Contact Records of multiple Groups in a single, combined Lookup?  Doesn't appear possible - is there a way to do it?
Moderator
Posts: 4,395
Country: USA

Re: Multiple Group Lookup

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.

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Multiple Group Lookup

One way is to create a temporary group and add the contact from the other groups to that group.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 21
Country: United States

Re: Multiple Group Lookup

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.

 

Barry Chester