Community
Showing results for 
Search instead for 
Do you mean 
Reply

search groups

New Member
Posts: 1
Country: United States

search groups

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

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: search groups

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

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.