Community
Showing results for 
Search instead for 
Do you mean 
Reply

Unable to view attached contacts or delete Groups

Accepted Solution Solved
New Member
Posts: 7
Country: USA
Accepted Solution

Unable to view attached contacts or delete Groups

[ Edited ]

Hi,

     I'm having a similar difficulty with groups and subgroups. I am working alone, so I don't have multiple users to worry about.

I have maually entered about 250 contacts, and I've added notes to remind myself of activities that I've experienced with some of the different contacts. I would like to be able to see from the contact list of which of the contacts I've made notes. There seems to be no way to do this, so I've tried to create a group and adding contacts with notes to the group. This only results in the creation of a group name, which can't be deleted, and no contacts showing in the group. I'm afraid to try this with a subgroup, because I've tried it with a group. I'm unable to erase the mistakes I'm making.

NB

 

[edited Subject to match issue]


Accepted Solutions
Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Unable to view attached contacts or delete Groups


All Replies
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Unable to view attached contacts or delete Groups

Hello NBTone,

Welcome to the Sage ACT! Online Community!

 

Can you provide some addtional information to your situation:

- What version of ACT! are you running?

- How are you attaching the contacts to the Group (Static or Dynamic Criteria)?

 

 

To delete a Group, go to the Group List view > right click on the desired Group name > select Delete.  If this is not successful, are you receiving an error message?

Greg Martin
Sage
Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Unable to view attached contacts or delete Groups

You can find detailed info in Groups in this ACT! Knowledge Base article -

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1286...

 

If you have a recent version of ACT!, you can Lookup contacts with notes entered after a set date as per this ACT! Knowledge Base article -

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1431...

New Member
Posts: 7
Country: USA

Re: Unable to view attached contacts or delete Groups

Thanks you guys for letting me in on the secret. You've solved my problem!