05-06-2014 05:12 PM
I'm trying to dynamically add/remove contacts within a group and running into a problem.
I if I select contact by title (ie: project manager), I see 98. But if I add an opportunity criteria of Opportunity Name Does Not Contain: (name of an opportunity), I'll see 58, even though none of that 98 have been associated with said opportunity. Actually, it seems the name of opportunity doesn't actually matter. I put in complete gibberish like asdflkjh, and I get the same results. But once I eliminate the Opportunity criteria, I'm back to 98.
This is what the 98 looks like
(Contact - Title - Contains - project And
Contact - Title Contains - manager) End
This is what the 58 looks like:
(Contact - Title - Contains - project And
Contact - Title Contains - manager) And
Opportunity - Opportunity Name - Does Not Contain - PMJob1 End
But again, none of these contacts have been associated with that particular Opportunity, so I'm not sure why the number of contacts is less than 98.
I'm using Act Pro v 16.0.291.0 Hot Fix 5
Win 8.1 Pro
05-06-2014 07:32 PM
You logic is flawed. All three conditions must be met to have a contact included.
05-06-2014 08:48 PM
Well I'm not sure how I should take that. Personally I think my logic is fine. I was really hoping for someting a bit more constructive than, "your logic is flawed".
Maybe you or someone else can tell me what I need to do to accomplish my goal.
In this case, I would like to create a group of contacts that have the words "project" and "manager" in their title. But, I would like those contact to be removed once they get added to a specific opportunity.
With that, I would appreciate some advice on how to improve my formula.
Thanks
Jeremy
05-06-2014 09:25 PM
Change your third and to an OR.
05-06-2014 09:39 PM
There is no third "and". If i change the second "and" to "or" then I get over 2700 results
05-06-2014 09:54 PM
Actually you can't use opportunity name in a dynamic group query. Groups are limited to groups of contacts and can only be selected from the contact table.
05-06-2014 09:57 PM
in fact, if i remove all the other criteria and just have
Opportunity - Opportunity Name - Does not contain - "opportunityx" - end
I see 2796 results
and if i change the opportunity name to opportunityA, opportunityB, opportunityC etc, the results stay the same.
There is definitely something off here.
05-06-2014 09:59 PM
That's unfortunate. Why is that option even available then?
05-06-2014 11:10 PM
Actually, I'm discovering you are wrong. You can use opportunity name. But for some reason, only when it's inclusive "contains" does it work. It's when I use "does not contain" that doesn't seem to work.