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Author Topic: How to search contacts with no tags or groups ?  (Read 945 times)

ivan.turatti

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How to search contacts with no tags or groups ?
October 27, 2010, 02:20:28 am
Hello on simple question, that is killing me ... How may i search for contacts with no tags or groups ?

i hope someone can help me is really important!

Erik Brouwer

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Re: How to search contacts with no tags or groups ?
October 27, 2010, 03:02:08 am
By using the Search menu at the top of your screen and choose Find contacts... or Find contacts - Advanced Search. With the second one you can search on basically any field in the software.
Good luck.

petednz

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Re: How to search contacts with no tags or groups ?
October 27, 2010, 03:22:00 am
i am thinking ivan wants people who have zero groups and zero tabs.

so create a group with everyone, then remove all those who have any of the other groups - maybe
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ivan.turatti

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Re: How to search contacts with no tags or groups ?
November 04, 2010, 03:57:54 am
yes i want people with zero groups and zero tags, the creating a group solution is a good idea but we have more  than 4000 contacts ... it's very dificult to manage ... i was wondering if there is an easier way!

xavier

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Re: How to search contacts with no tags or groups ?
November 04, 2010, 06:58:57 am
Hi,

Bit clunky, but if you search (advanced search) and select all the groups, and all the tags (check all the checkboxes), then you can add the result to a group (in one go) "with tag/group"

Then you can proceed as Pete suggested.

Not perfect, but you don't have to do it one contact per one contact ;)
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Susanh

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Re: How to search contacts with no tags or groups ?
November 04, 2010, 01:03:04 pm
You should be able to do a custom search, click on custom searches... in the seraches menu, then choose » Include / Exclude Contacts in a Group / Tag (assuming that this custom search is standard)

If you move all the groups and tags into the exclude category you should be able to find people with no groups or tags.

Susan

Erik Hommel

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Re: How to search contacts with no tags or groups ?
November 05, 2010, 03:16:40 am
I would suggest the same as Susan (go to Administer/Customize/Manage Custom Searches, then select the CRM_Contact_Form_Search_Custom_Group), that should work with excluding all groups, though probably not with excluding all groups AND excluding all tags. You could though do a exclude all tags, put the result in a group and then do all records in that group excluding all other groups?
Erik
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  • How to search contacts with no tags or groups ?

This forum was archived on 2017-11-26.