ACT 2005 Family of Products:  How to Manage Filters in the Groups View of ACT!

By TechSupport

Support Question:  How to Manage Filters in the Groups View of ACT!

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You want to know how to filter the data visible in the Groups View of ACT!.
The ACT! Groups View includes filters near the top of the Notes, History, Activities, and Opportunities tabs. These filters are used to refine and control the information that will be visible to you within these tabs. The filters can be used alone or in combination to provide powerful filtering of the data. The Notes Tab: The Show For Filter Click the drop-down at the Show For field to use the Show For filter. Click All to see both Group notes and Contact notes of Group members. Click Group to show only Notes that are associated to the current Group. Click Group Contacts to show only Contact notes of Group Members.The Dates FilterClick the drop-down for Dates to use the Dates filter. Click one the item on the list to activate the filter. The option includes All Dates, Today, Past, Future (it is possible to time stamp a note with a future date), Today and Future, Tomorrow, Last Week, Last Month, Current Week, Current Month, Next Week, Next Month, and Custom. Custom allows you to set a date range.The Select Users FilterClick Select Users to filter the notes by User. You can filter the notes to show only the notes associated with chosen record managers. Click to activate All Users to show notes of all database users. Click to activate Selected Users and select or de-select the users whose notes you want to see.OptionsClick the Options control to open the list of Options. Click to check Show Private if you want to see your private notes. (Even with Show Private checked, you will only see private notes where you are the record manager.)The History Tab: The Show For FilterClick the drop-down for Show For to use the Show For filter. Click All to see both Group Histories and Contact Histories of Group members. Click Group to see only the Group Histories for the current Group, or click Group Contacts to show only the Contact Histories for members of the current group.The Dates FilterClick the Dates drop-down to use the Dates filter. Click to select the appropriate option on the list. The list includes All Dates, Today, Past, Future (it is possible to time stamp a history with a future date), Today and Future, Tomorrow, Last Week, Last Month, Current Week, Current Month, Next Week, Next Month, and Custom. Custom allows you to set a date range.The Types Filter Click the Types drop-down control to use the Types filter. Click to enable or disable the history Types you would like to see. You may enable or disable Histories, Attached Files, or E-mails. Click All if you would like to see all types of history, or click None if you would like to de-select all three Types.The Select Users FilterClick Select Users to filter the group history by users of the database. Click to select All users to see history from all database users, or click Selected users and select users from the list.OptionsClick the Options control to open the list of Options. Click to check Show Private if you want to see your private Histories. (Even with Show Private checked, you will only see private Histories where you are the record manager.)The Activities Tab: The Show For FilterClick the drop-down for Show For to use the Show For filter. Click All to see both Group Activities and Contact Activities of Group members. Click Group to see only the Group Activities for the current Group, or click Group Contacts to show only the Contact Activities for members of the current groupThe Dates FilterClick the Dates drop-down to use the Dates filter. Click to select the appropriate option on the list. The list includes All Dates, Today, Past, Future, Today and Future, Tomorrow, Last Week, Last Month, Current Week, Current Month, Next Week, Next Month, and Custom. Custom allows you to set a date range.The Types FilterClick the Types drop-down to use the Types filter. Click to enable or disable items on the list of Activity Types. Click All to enable all Activity Types, or click None to disable all activity types.The Priorities Filter Click the Priorities drop-down to use the Priorities filter. Click to enable or Disable items on the list of Activity Priorities. Click All to enable all Priorities, or click None to disable all Priorities. Activity Priorities include High, Medium High, Medium, Medium Low, and Low.The Select Users Filter Click Select Users to filter the Activities by users of the database. Click to All users to see Activities from all database users, or click Selected users and select users from the list.The Options Filters Click the Options control to open the list of Options. Click to check Show Cleared, Only Show Timeless, and Show Private if you would like to see your private Activities. (Even with Show Private checked, you will only see private Activities where you are the record manager.)The Opportunities Tab:The Show For FilterClick the drop-down for Show For to use the Show For filter. Click All to see both Group Opportunities and Contact Opportunities of Group members. Click Group to see only the Group Opportunities for the current Group, or click Group Contacts to show only the Contact Opportunities for members of the current groupThe Dates FilterClick the Dates drop-down to use the Dates filter. Click to select the appropriate option on the list. The list includes All Dates, Today, Past, Future, Today and Future, Tomorrow, Last Week, Last Month, Current Week, Current Month, Next Week, Next Month, and Custom. Custom allows you to set a date range.The Status Filter Click the Status drop-down to use the Status filter. Click to enable or disable the Opportunity Status values in the list. Click All to select all Status values, or None to de-select them all. Opportunity Status values include Open, Won, Lost, and Inactive.The Select Users Filter Click Select Users to filter the Opportunities by users of the database. Click to select All users to see Opportunities from all database users, or click Selected users and select users from the list.The Options Click the Options control to open the list of Options. Click to check Show Private if you want to see your private Opportunities. (Even with Show Private checked, you will only see private Opportunities where you are the record manager.)

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