How To Perform a lookup on any field in ACT! - Sorrell Associates Marketing Service - NewsletterVille.com

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How To Perform a 'Lookup' on Any Field in ACT!

Most of your lookups will involve clicking the Lookup menu and then selecting a field. Have you ever come across a situation where you needed to lookup on a field that is not listed on the lookup menu?

ACT! allows you to search for almost all fields, including the custom fields. Here's how:

1.	Select Lookup >> Other Fields from the menu. The Lookup Contacts dialog box appears.
2.	The drop-down below 'Look in this field' option shows the list of all fields in your database.
3.	Select the field for which you would like to search.
4.	In the 'Search for' area, type the field value you would like to lookup.
5.	Click OK.

Note: Fields such as Edit Date and Create Date are not searchable in this area.

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