How to group companies

Act! provides the feature to group contacts within Groups. Doing this for companies are not possible. With the following 2 workarounds you obtained a similar way to group companies:

Workaround 1

By creating a new company field and adding this into your layout you can select the wished companies via the values within this new field:

Open the window within you can create/modify database fields
Create new dropdown list. Firstly click on Manage drop-down lists
Secondly click Create drop-down list
Assign a name and optionally a description for the new dropdown list and…
… enter values which the dropdown list should include by click on Add button…
… and enter wished values.
After doing this click on Finish
Now, after we create the needed dropdown list we must go back to the field definition section
Click on Create new field and ensure you have select Companies as type
Enter a field name and link the new field with our new created dropdown list
Click Finish and…
… Close the field definition window
Click Yes to open the Layout Designer
Within the Layout Designer click on Field …
… and draw the area where this field should be displayed
Select the field which shall displayed, in our case `affiliations`
Resize the label text area…
… and assign a label (name) for the field e.g. Affilitations
Ready! Save the layout
Now select the wished companies via an entry within the affiliations dropdown list. In this example we want to see all companies we always has booked:
After we select companies we can group these by searching this selections. Firstly choose `affiliations` as the lookup company field …
… and enter always booked as search value.
Voilá! Your „company group“ is created!