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Save Lookup as Group but replace existing group members

Copper Contributor
Posts: 120
Country: USA

Save Lookup as Group but replace existing group members

[ Edited ]

I am wondering if this is possible - i have a lookup and want to save as a group that already exists. Instead of adding to the membership, i want to replace all the existing group members with the new lookup.

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Save Lookup as Group but replace existing group members

[ Edited ]

Hello topaz99,
Welcome to the Sage ACT! Community. Unfortunately, this is not possible as you describe it. What you would do is delete the current Group (this will not delete the contacts), then create a new group with the same name, then use that group when you add the lookup to a group. You could also remove the current members of the group by manually removing any static members or deleting any dynamic criteria.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.