Use Group Criteria for Quick Lookups

Rex

If you plan to merge the template you just created to a lookup, you may want to consider using Groups. Creating a group is easy.  However, did you know that you can add a contact to a group based on one or more field values?  fficeffice" />

 

Let’s say you want to create a group of all clients with e-mail addresses.

 

1. Click on the Groups icon at the left to go to Group Detail view.

2. Click the New Group icon on the toolbar (or press the [Insert] key on your keyboard).

3. Enter a name for the Group.

3. Click the Add/Remove Contacts…button on the Contacts tab.

5. Create a query that finds all contacts with an ID/Status of Customer (or something similar to what you use in your ACT! database) AND where E-mail “Does Not Contain Data”. Click the Field Name drop-down and select ID/Status. For the Operator, select Contains. In the Value area, type the value for the first criteria. Click Add to list. For the second row of the query, select the E-mail field and choose the Operator of Contains Data. Click Add to list. Click Preview to check your results so far.

6. If all looks well, then click OK to save the query criteria for the group.

7. Click OK once again to sage the group.