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Running a report based on the contacts in a group

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New Member
Posts: 2
Country: USA
Accepted Solution

Running a report based on the contacts in a group

I used act 2000 with a breeze, now I updated to 2010 and I have a difficult time doing 2 things:

 

First, I want to run a report based on the contacts that exist within a group. I don't know how to do this?

 

Secondly, from the contact list I used to be able to filter the contact list view by group, I can't figure out how to do this? (If I can do this then I can do the above issue as well.

 

Any help is appreciated.

 

thanks

 

Mike


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Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Nickel Contributor
Posts: 231
Country: Canada

Re: Running a report based on the contacts in a group

[ Edited ]

Go to the Groups window, select the group, right-click under the Contacts tab and select Create Lookup.

 

You can't filter the contact list view by group from the contact list view.

Gilles Cavin
http://www.exponenciel.com
Make sure you check our free Act! add-ons!
Create Web forms in seconds and import form results directly into Act! with Automatic Web Forms
Fill in PDF Forms without retyping data using Act! to PDF Forms

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Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Nickel Contributor
Posts: 231
Country: Canada

Re: Running a report based on the contacts in a group

[ Edited ]

Go to the Groups window, select the group, right-click under the Contacts tab and select Create Lookup.

 

You can't filter the contact list view by group from the contact list view.

Gilles Cavin
http://www.exponenciel.com
Make sure you check our free Act! add-ons!
Create Web forms in seconds and import form results directly into Act! with Automatic Web Forms
Fill in PDF Forms without retyping data using Act! to PDF Forms
New Member
Posts: 2
Country: USA

Re: Running a report based on the contacts in a group

Thank you, that did it!