Filter Address cards in business contact manager

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G

Guest

I'm trying to filter out inactive contacts. I've created catagories (active,
inactive). Then tried to filter, defining the criteria either "Categories
contains Active", or "Categories contains Inactive." The results are
inaccurate, giving me some inactive contacts regardless.

Any ideas?
 
Hi,
I am not sure if I understand what you are looking for, but what you are
doing with criteria setting there is saying that the records should satisfy
either being active OR inactive. This will give you all records (it doesn't
matter if they are active or inactive - however, it will not give you blanks
or other categories.) If you want your Active categories, you should be able
to set the criteria to Category=Active (and vice versa for Inactive
categories.) However, if you want them both, use Group On for the Category
field (might not be suitable though, if you use many type of categories for
your contacts.)
 
Yeah, I've tried that. Result is inaccurate. I get some of the "active" or
"inactive" contacts, but not all. OR, I get more that just the "active" or
"inactive" contacts.

The result I'm looking for? I'm simply trying to display ONLY active
contacts in the address card format, while keeping the inactive contacts in
the database.

Thanks for the reply Gieri!
Shaunn
 
Ok, I tested here - and it works fine. Hard to say what it is - are you sure
no other filter criteria is in work there. I am using BCM 2007 Beta though.
 
Sorry, one thing slipped me there. You shouldn't use contain - you should you
is exactly like - because the word inactive contains the word active. Did
that help?
 
yup, thought of that too. What would be ideal is if the "does not contain"
would work for inactive. But alas, no luck with that. Obviously its a bug
which has been fixed in bcm2007. Rats.
 
I guess "does not contain" will work if you change your category name,
writing it for example "inaktive" or "deleted" (instead of "inactive") ?
 
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