Create Inherited Subgroup

[#1]

It would be incredibly handy to have an "inherited" subgroup that "inherits" the Static Contacts and Dynamic Variables from the higher Group/Subgroup .

I use complex criteria formulas to create dynamic groups (mixing both post code ranges, alphabetical groups and customer types) for creation of sales territories.  I will often want to create a sub group that  adds 1 extra criteria for a particular marketing campaign etc. (e.g. industry) and I would like this sub group to dynamically change if I change the criteria for the group/s superseding it. 

I have estimated that if I change territories  slightly I may have to manually change up to 50 groups in the current system of recreating each group I can not be sure I have got them all correct.

[#2]

Great request.  Are you thinking that the subgroups would inherit and be limited to the contacts in the parent group?  Currently there is no heirarchy at the criteria level.  Sub-groups are more like a heirarchical organization of contacts based on user defined criteria.  ACT! does not enforce any rules within the heirarchy other than access such as public or private.

Vineet Singla

ACT! PM

[#3]

Hi Vineet,

I would think that there be 2 options.

1. Inherited subgroup which dynamically gets all contacts from the previous group. (weather they are manuall add ins or dynamic themselves)

I would think that if you created several inherited sub leves that changes at the top end filter all the way down the line of inherited subgroups.

The important thing is that it is dynamic so that contact changes in the parent level automatically change the data in inherited subgroups.

and

2. A static subgroup which behaves the way ACT already does

Jason

[#4]

Has anything been done on this?

I have a situation where I have a group that has everyone I want to send 2015 calendars to.  I created a custom field called GotCalendar of True False type.  I want to create a sub group with a dynamic group membership of all the records in the parent group where GotCalendar = False. 

Has the group/subgroup inheritance been implemented?  I am using Sage ACT! Pro 2013 Version 15.1.108.0.

Thanks in advance!

Mervin