Adding Static Members to a Group

Static Group members are ones that you add to a Group manually. I sometimes refer to Static groups as stagnant because ACT! users often create a new Group, add a few contacts to them, and then forget about them.

Getting ready

Static groups are best used when creating a somewhat random or "hand picked" grouping of Contacts. If you're using a Group for project management you need to decide which of your Contacts will be included in the Group. If your Group represents a real estate property you'll need to decide which Contacts you'll show the property to. If your Group is to help you keep track of the RSVP's for an event you're holding, then you'll want to add specific Contacts to the Group as their responses arrive.

If possible, create a lookup of potential Group members. You can go to the Contact List and handpick the Group members using the Contact List view's tag mode to randomly select contact records.

How to do it...

  1. Click Groups from ACT!'s Navbar to open the Group Detail view.
  2. Select the Group to which you want to add the new members.
  3. Open the Add/Remove Contacts dialog window by using one of the following methods:
    • Click the Contacts tab and then click the Add/Remove Contacts button.
    • Right-click on the name of the Group the Group tree, choose Group Membership from the contextual menu, and then click Add/Remove Contacts...
    • Click the Groups menu and choose Add/Remove Contacts
  4. In any case, the Add/Remove Contacts dialog window appears like the one you see in the following figure:
    How to do it...
  5. Click the Contacts button. The Select Contacts dialog window that you see in the following figure opens:
    How to do it...
  6. Select a contact from the Contacts to select from: area and then click the right-pointing arrows to add the contact to the Selected contacts: area.
  7. You can select several contacts at a time by holding down the CTRL key on the keyboard while selecting contacts and then clicking the right-pointing arrows to add them to the Selected Contacts area (optional).
  8. If you have already created a Lookup of the contacts you'd like to add to the Group, choose Current Lookup from the Select from drop-down box and then click the double right-pointing arrows to add the entire Lookup to the Group (optional).
  9. Click OK to close the Select Contacts dialog window.
  10. Click OK to close the Add/Remove Contacts dialog window.

How it works...

Once you've added Contacts to a Group they will all be listed on the Contacts tab of the Group Detail view.

There's more...

Don't feel that your additions to a Group are set in stone. Feel free to follow the directions above to manually add more contacts to a Group.

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