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RE-EDITING a group lookup

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New Member
Posts: 26
Country: USA
Accepted Solution

RE-EDITING a group lookup

I have a group that has some contacts in it I don't want but I've forgotten what lookup the group is based on.  Is there a way to reopen the advanced lookup window for a group and edit it?

 

I don't want to start over if I can avoid it.

 


Accepted Solutions
Solution
Accepted by topic author rocketmcs
Wednesday
Bronze Super Contributor
Posts: 1,538
Country: United_Kingdom

Re: RE-EDITING a group lookup

Hi rocketmcs,

 

Glad that helped you sort it out.

 

Please could you mark my message suggestion as solved.


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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All Replies
Bronze Super Contributor
Posts: 1,538
Country: United_Kingdom

Re: RE-EDITING a group lookup

Hi rocketmcs,

 

You can select the Group you want to change.

 

Select the button " Add/Remove Contacts..."

 

You should then see the Dynamic members definition which you can edit with the new criteria.

 

HTH


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
New Member
Posts: 26
Country: USA

Re: RE-EDITING a group lookup

Thanks for the reply but I'm lost. I've attached a screen shot.

How do I get to add/remove contacts?

 

 

Employee
Posts: 106
Country: USA

Re: RE-EDITING a group lookup

Hi,

 

I think we are looking for the option near the bottom of your right mouse click.  -->  "Group Membership"

 

-C

 

 

Bronze Super Contributor
Posts: 1,538
Country: United_Kingdom

Re: RE-EDITING a group lookup

Hi rocketmcs,

 

Please see attached screen shots which I hope will be self-explanatory.

 


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
New Member
Posts: 26
Country: USA

Re: RE-EDITING a group lookup

thank you

New Member
Posts: 26
Country: USA

Re: RE-EDITING a group lookup

thanks
Solution
Accepted by topic author rocketmcs
Wednesday
Bronze Super Contributor
Posts: 1,538
Country: United_Kingdom

Re: RE-EDITING a group lookup

Hi rocketmcs,

 

Glad that helped you sort it out.

 

Please could you mark my message suggestion as solved.


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