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Understanding Dynamically adding contacts to groups

Copper Super Contributor
Posts: 28
Country: United_Kingdom

Understanding Dynamically adding contacts to groups

I have a simple question.

 

I want to set up a process were customers may make multiple payments and I have triplicate custom fields for 

 

PAYMENT AMOUNT (1, 2 & 3) = £

PAYMENT MADE (1, 2 & 3) = YES/NO

 

I just want to create a group or find, where I can identify what payments are outstanding, regardeless whether partpayments have been made.  Baring in mind the results must be:-

 

1) Identified as a CUSTOMER in the ID Status field

2) Either Amount 1, amount 2,or amount 3 must contain data.

3) Any of the three tick boxes for payment received must be unchecked (i.e a customer may have made payment 1 but payment 2 &3 are still due and therefore they should appear in the Group)

 

I have set this up below -  however it is returning a group list which is not correct based on the criteria listed above

 

 

act groups.png

 

 

I want to produce a filtered list which performs as follows:

 

First isolate all customers from the ID/Status field....

 

THEN take JUST these Customer records and look to see "Payment x - amount" in any of the fields, shows a value

 

THEN take these results and check whether payment remains outstanding on ANY of the 3 check boxes.

 

Therefore exclusing (a) any non-customers (b) any customer that are not due any money but it is important that they are included is they have made partical payment

 

It looks like all it is doing is taking the last statement and returning results of Paid 3 = false and returning the list (in this case the entire database)

 

I think this is just a limit of Act, Groups.

 

I look forward to your comments

 

Regards

Bronze Contributor
Posts: 1,394
Country: USA

Re: Understanding Dynamically adding contacts to groups

All you need to do is to add parentheses

 

To the left of Payment 1...

To the right of Payment 3 ...

 

and

 

To the left of Paid 1

To the right of Paid 3

 

I believe that will do it.

 

 

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
Copper Super Contributor
Posts: 28
Country: United_Kingdom

Re: Understanding Dynamically adding contacts to groups

Hi John

 

Thank you very much -  I did note even notice the ( & ) options.

 

Works like a dream

 

Best regards