12-30-2010 03:56 PM
What is the advantage to creating a subgroup? I am in the insurance business and I could have a group policyholders with two subgroups life policyholders and health policyholders or just two groups life policyholders and health policyholders. Thank you for the input. I use ACT!2010.
01-02-2011 05:31 PM
Really it's how you want to use the program. I have both main groups and subgroups. Because I sell different products, I have a "Customers" main group, with each product/service as a sub off that main group. This (to me) keeps all my customers together. However, I also have quite a few just main groups of leads, business contacts, etc.
01-02-2011 06:50 PM
Groups are very useful for organizing how you look at data, but I think it is important to realize that master groups and subgroups are independent of each other and each has to be created.
In your example, you would create a group called Group1 Policies. You would then add the contacts that are Grpoup1 policy holders. Then you would create a subgroup called Group1 Life and another subgroup called Group1 Health.
Adding members to each would be independent of each group.
I have moved away from groups and more to adding fields for classification purposes. I then make the fields mandatory when creating a contact so those field have to be entered.
Again, in your example, I would create a drop-down field and enter the different classifications. For example, I would create an entry called Group1-Health and another entry called Group1-Life.
Then when searching, I would right click on the field and do a look using the "containing" option. For example, I would lookup contacts that have "Group1" in this field to find all Group1 policy holders. Make sure you allow multiple selections so you can have Group1-Health and Group1-Life both selected if appropriate.
I hope my rambling didn't confuse you, but if so, just le me know and I'll take anothe rstab at explaining it.
01-03-2011 04:48 AM
After some consideration, it seems that groups are a collection of subgroups and subgroups are a collection of contacts. So that my group, Policyholders, does not contain contacts but contains, the subgroups: Life Policyholders, Health Policyholders, Auto Policyholders, House Policyholders. While the subgroups actually contain the contact names. Is this correct?
01-03-2011 05:19 AM
A group may or may not have contacts. That's up to you.
These are groups that are not related other than by the name you give them. There is no parent-child relationship.