Issue 5 • ACT! 2005/2006 Edition

Dear FIRSTNAME,

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 800-322-1049.

Best regards,

The staff at

Innovative Solutions
 

  

Brought to you by:

Innovative Solutions
ACT! Certified Consultants
4423 Lehigh Road
Suite 404
College Park, MD 20740
800-322-1049
www.is-crm.com
 

  

L A T E S T   N E W S

This section removed for the newsletter archive.
 

We recommend that you purchase:

Managing Contacts
with ACT! 2006
$24.99   $22.49

Click here to order.
 
 
Creating a New Group
Relevant for ACT! 2005 & ACT! 2006 Users

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:

  1. Click Groups | New Group. A new group record will appear in the Groups view.
  2. In the Group field, enter a name for your new group. If necessary, enter data into the other group fields.
  3. Click the Save button to begin using your group immediately.
 
Adding Contacts to a Group
Relevant for ACT! 2005 & ACT! 2006 Users

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:

  1. In the Contact List view, click the Enable Tag Mode option.
  2. Tag the contacts that you would like to add to a group.
  3. Click Groups | Group Membership | Add Selected to Group.
  4. When the Add Contacts to Group / Company dialog box appears, highlight a group or subgroup and click OK.
 
Looking Up Group Members
Relevant for ACT! 2005 & ACT! 2006 Users

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:

  1. In the upper-right corner of the ACT! interface, click the View Groups/Companies button. The View Groups/Companies dialog box will appear.
  2. Highlight a group or subgroup and click OK. ACT! will perform an instant lookup of all group/subgroup members.

Make sure all of your employees are getting
this regular e-mail.  Get signup instructions
at our web site:		 www.is-crm.com

© 2006 Thomson Course Technology.  Text adapted from Managing Contacts with ACT! 2006. Reprinted with permission.