using groups

Is there a way to group clients into a group and be able to assign tasks to 
the gourp? 

8/19/2005 9:34:28 PM
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Not without developing custom code using the SDK.

Matt Parks
MVP - Microsoft CRM

On Fri, 19 Aug 2005 16:34:28 -0500, "News Reader" <> wrote:

Is there a way to group clients into a group and be able to assign tasks to 
the gourp? 

8/23/2005 2:50:05 AM
There is not an ACT-like feature where each user can group contacts
into any group they like.

The best way to simulate this feature is to add a custom field (or
fields) to the contact.  You can either do a picklist (to allow users
to assign each contact to one group), or a textbox (which gives users
more freedom to name their groups, but has the standard problems with
spelling consistency), or boolean (bit/checkbox) fields (one for each

You can then either use Advanced Find to find all contacts that have
the same group, or create Views for each (or some) of the groups.
Then, you can view all contacts in a group, and do things like Actions
| Apply Rule to apply manual workflow rules that can, for example,
create a task for the group. HTH,


David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

To download a fully functional trial version of VAST, (Visionary Audit
System Tools for Microsoft CRM), that tracks all changes made to the
Adventure Works Cycle database, visit

8/25/2005 3:12:32 PM

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