I am trying to migrate my personal ACT! database contact manager. I am using Bitnami Stack 7.3.2-0 as my test system on a laptop.
I use the ACT! Groups capability. This is a many-to-many relationship between contacts and groups. Any one contact can belong to multiple different groups, and any one group can have multiple different contacts.
Some examples of my groups: Education, Family, Friends, House, Restaurants, Travel, and Xmas. Some of my groups have subgroups: for example, the House Group has many subgroups, Electrical, AC, Plumbing, etc.
Another example, I filter on the Xmas group to create Address Labels for contacts that are on my holiday card mailing list.
After reading Fredricks’ book, “SugarCRM for Dummies” (somewhat old, 2009), I tried creating a MultiSelect data field in the “Contacts” module. I used Studio to create a new data field “j_contact_group” with the “MultiSelect” data type in the dropdown list. The MultiSelect dropdown list has a blank, Active, Xmas, and additional groups that I am using for testing. I also have Mackin’s book, but that seems to be at a much higher technical level.
I also used Studio to add the j_contact_group field to the Contact Edit layout. I can select one or more of the groups when I create or edit a contact.
But, I am having a problem filtering the contact on just one of the group names: eg, Xmas. The filter seems to want a match for all of the groups associated with a given contact: eg, Active and Xmas.
I am also having a similar problem creating a report for a group of contacts.
Is the data type “MultiSelect” the right solution for this requirement?
Is there another way to have subgroups, or should I just create groups such as Home, and Home_Elec?
How do I filter on just one of the group names?
How do I create a contact report that lists the contacts in a given group?
Am I limited to a row-column report format?
Is there an alternate solution that might be better?
Your assistance is greatly appreciated.