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Tips & Tricks
on how to use ACT!
more effectively.
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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:
- Click
Lookup | Other Fields.
- The Lookup
Contacts dialog box appears. Click on the
Lookup drop-down
to see a list of fields in your database.
- Select the
field on which you would like to search.
- In the
Search for area, type the field value you
would like to lookup.
- Click OK to
perform the lookup.
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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:
- Click
Lookup | Keyword Search.
- In the
Search for field, type the keyword you'd
like to find.
- 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.)
- Select
whether to search through all records, the
current record, or the current lookup.
- Click Find
Now.
- The
results of the keyword search will appear in
the lower part of the Keyword Search dialog
box.
- Click
Create Lookup to view the results of the
keyword search in the Contact view.
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© 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. |
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