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From time to time, you'll want to
associate certain otherwise-unrelated contacts with
one another. ACT!'s Groups feature enables you to do
this.
With groups, you can make
temporary or permanent associations of contacts. You
can easily perform a lookup of a group or send a
mass mailing to the members of a group.
If you were an ACT! 2005 user,
you'll love the new tree-like structure of the
Groups view in ACT! 2006.
Click these links to learn more detailed information
about the the tips outlined in this issue:
As always, if you have any
questions about ACT!, please do not hesitate to get
in touch with me at 866-944-2281.
Best regards,
Michael Kadlub
ACT! Certified Consultant
CRM Coaching
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CRM Coaching
ACT Certified Consultants
29023 Euclid Avenue
Cleveland, OH 44092
www.crmcoaching.com
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ACT! 2006 has recently
released an update patch (8.02) for both Standard
and Premium users. You can download the patch
by going to Help | ACT! Update. Be sure to
backup your database prior to any updates. |
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We
recommend that you purchase: |
 Managing
Contacts
with ACT! 2006
$24.99
$22.49
Click here to order.
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 In ACT! 2006, you can add a virtually unlimited
number of groups to the database, and, if you're
a longtime ACT! user, you'll notice that
performing basic tasks -- such as lookups -- on
groups is a lot faster in the new version. You
can now create a new group from any view using
the new Groups menu.
If you don't want other users (including the
database administrator) to be able to see your
new group, go to the Group Info tab in the
Groups view and click the Private option. Now,
only you will be able to see your private
groups.
To create a new
group:
- Click Groups | New Group. A new group
record will appear in the Groups view.
- In the Group field, enter a name for
your new group. If necessary, enter data
into the other group fields.
- Click the Save button to begin using
your group immediately.
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In the Contact List view, you can tag
multiple contacts and add them automatically to
a group. In previous versions of ACT!, you could
do this by adding a current lookup of contacts
to a group, but the new process is much faster.
To add multiple
contacts to a group in the Contact List view:
- In the Contact List view, click the
Enable Tag Mode option.
- Tag the contacts that you would like to
add to a group.
- Click Groups | Group Membership | Add
Selected to Group.
- When the Add Contacts to Group / Company
dialog box appears, highlight a group or
subgroup and click OK.
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 You may find it useful to perform a lookup of
all contacts that are members of a specific
group or subgroup. In previous versions of ACT!,
the group lookup was located in the bottom right
corner of the interface. In ACT! 2006, they've
moved the group lookup button to the upper right
corner.
To lookup all
contacts that are members of a specific group:
- In the upper-right corner of the ACT!
interface, click the View Groups/Companies
button. The View Groups/Companies dialog box
will appear.
- Highlight a group or subgroup and click
OK. ACT! will perform an instant lookup of
all group/subgroup members.
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Make sure all of your employees are getting
this regular e-mail. Get signup instructions
at our web site:
www.crmcoaching.com |
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