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ACT! by Sage
SageCRM
SalesLogix

 

 

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ACT!: Performing a Lookup on Any Field
Relevant for ACT! 2005 & ACT! 2006 Users

Most of your lookups will involve clicking the Lookup menu and then selecting a field.  Need to find someone by his or her last name?  Click Lookup | Last Name. 

What do you do if the lookup is not listed on the menu?  If you need to lookup on a field that isn't listed on the Lookup menu, then you can search almost all fields in your database using the Other Lookups search.

Some fields - like the Edit Date and Create Date - are not searchable in this area, but any custom fields you have added to the database are searchable in the Other Fields lookup.

To lookup on other fields:

  1. Click Lookup | Other Fields.
  2. The Lookup Contacts dialog box appears. Click on the Lookup drop-down
    to see a list of fields in your database.
  3. Select the field on which you would like to search.
  4. In the Search for area, type the field value you would like to lookup.
  5. Click OK to perform the lookup.
ACT!: Using the Keyword Search to Find Anything Anywhere
Relevant for SalesLogix 6.x Users

You can search for anything in an ACT! database with the Keyword Search feature. With a keyword search, you will have the option of searching all fields, notes, activities, sales/opportunities, and more.

There are two main reasons for performing a keyword search in ACT!:

  • You may want to find all of the contacts in the database that have something to do with a certain keyword. Maybe you want to find all of the contacts in the database that like to play golf?
     
  • You are looking to find a specific contact that you have not been able to find using conventional searches. Perhaps you talked with someone yesterday, and you can't remember his name but you remember entering a note about his daughter's hockey game. You could keyword search the database for the word hockey to find your contact.

To perform a keyword search:

  1. Click Lookup | Keyword Search.
  2. In the Search for field, type the keyword you'd like to find.
  3. Select the areas of the database you'd like to search. (You can search through contacts, groups, and companies. You can also look in the activities, opportunities, histories, notes, and fields areas of the database.)
  4. Select whether to search through all records, the current record, or the current lookup.
  5. Click Find Now.
  6. The results of the keyword search will appear in the lower part of the Keyword Search dialog box.
  7. Click Create Lookup to view the results of the keyword search in the Contact view.

© 2006 Thomson Course Technology, a division of Thomson Learning.
Text adapted from
Managing Contacts with ACT! 2006.

More ACT! Tips and Tricks can be found by clicking here.