ACT! 2005/2006 Edition

Let's say you create a group called Minnesota Hot Prospects.  any contacts who have an ID/Status of Hot Prospect and have a State of MN should automatically go into this group.  In ACT! 2005 and 2006, you can now do this.

Just create a dynamic group, and any contacts that match the definition for this dynamic group will be automatically added the list of group members. 

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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L A T E S T   N E W S

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.

We recommend that you purchase:

Managing Contacts
with ACT! 2006
$24.99   $22.49

Click here to order.
 
 
Changing Dynamic Group Membership
Relevant for ACT! 2005 & ACT! 2006 Users

In some previous versions of ACT!, you could assign group rules to semi-automatically update group membership information. In ACT! 2006, the group rules are dynamic. Once you assign a query-based rule to a group, members are automatically added or removed from the group.

If you need to remove contacts that were added to a group through a dynamic group rule, you'll have to update the group rule to do so. You can view the query that ACT! uses to assign dynamic group membership by clicking Groups | Group Membership | Add/Remove Contacts.

To change the dynamic membership definition for a group:

  1. In the Groups view, go to the group record whose group membership you'd like to change. Alternatively, you could highlight the group in the Groups List view.
  2. Click Groups | Group Membership | Add/Remove Contacts.
  3. In the Group definition area, click the Edit Criteria button to edit the query-based rule that ACT! uses to assign contacts dynamically to the group.
  4. Make any necessary changes to the query and click OK.
  5. Click OK to save the changes.
 
Saving the Current Lookup as a Group
Relevant for ACT! 2005 & ACT! 2006 Users

When you save a lookup as a group, all contacts in the current lookup will become members of the group. The group membership that is added to the group is dynamic.

In other words, if you lookup everyone in Texas and add this lookup to your group, then everyone in the database currently in Texas becomes a member of the group. If you add more Texans to the database, they'll automatically become members of the group. If you change the state for any existing group members, they'll be removed from the group automatically.

To save the current lookup as a dynamic group:

  1. Perform a lookup. (This could be a simple lookup or an advanced query.)
  2. Click Lookup | Groups | Save Lookup as Group. A new blank group will appear in the Groups view.
  3. Enter information into the Group field to give the group a name.

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