08-26-2008 11:51 AM
My db has multiple groups.
Many of the customers are in multiple groups
I want to be able to do I seach for customers who are in several groups but not in others
Is there a way to perform this type of search
eg all customers with auto but not homeowners insurance
all customers with homeowners but not flood
08-26-2008 11:58 AM
There is no method for doing a Group membership search for particular contacts. However, if the Group membership is based on dynamic criteria (ie, based on the value in a particular contact field or fields), then you can do a Contact Lookup or Advanced Query on those fields to see who matches that criteria and has therefore been dynamically added to the Group.
There is also a report under Reports/Group Reports called the Group Membership Report that may help you as well
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.