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dynamic add remove contacts in group problem

Copper Contributor
Posts: 39
Country: USA

dynamic add remove contacts in group problem

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

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: dynamic add remove contacts in group problem

You logic is flawed. All three conditions must be met to have a contact included.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 39
Country: USA

Re: dynamic add remove contacts in group problem

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

 

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: dynamic add remove contacts in group problem

Change your third and to an OR.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 39
Country: USA

Re: dynamic add remove contacts in group problem

There is no third "and".  If i change the second "and" to "or" then I get over 2700 results 

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: dynamic add remove contacts in group problem

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.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 39
Country: USA

Re: dynamic add remove contacts in group problem

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.

Copper Contributor
Posts: 39
Country: USA

Re: dynamic add remove contacts in group problem

That's unfortunate.  Why is that option even available then?

Copper Contributor
Posts: 39
Country: USA

Re: dynamic add remove contacts in group problem

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.