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 Stonefield Query Support Forum

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Subject: Create a group in Act from Reported Contacts

Topic is locked   

Author Messages
ken555
Posts:9

02/22/2007 11:56 AM Alert 
Is there an easy way to produce a list of contacts in SQ based on a filter and turn the list into a group within ACT?

Thanks,

Ken
tmansuy
Posts:161

02/22/2007 1:03 PM Alert 

Hi Ken,

Yes, you can do this with the following steps:

1) Create a report with the desired filtering, that results in the restricted set of contacts you wish to create a group for.

2) Select the report from the list of reports in the reports explorer interface.

3) From the tools menu, select Create/Update Act! Group

4) Enter the group name and description and click "Create Group"

Trevor

Topic is locked
Forums > Stonefield Query Solutions > ACT! Reporting - Support > Create a group in Act from Reported Contacts



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