Move or Copy Items in ACT! Tabs between Contacts

Source: eGrabber Newsletters

Have you ever wanted to copy or move items from the Notes/History, Activities, Sales/Opportunities tabs of an ACT! contact / group to another? Here's how you can do it:

1.	Lookup the contact or group that contains the item you would like to move and select the appropriate tab (Notes/ History, Activities, or Sales/Opportunities).
2.	Highlight the item you would like to copy or move by clicking on the grey box to the left of the item. (Note: You can select multiple items in a range by holding down the Shift key while selecting them. Select multiple items that are not in a range by holding down the Ctrl key.)
3.	From the menu, select Edit >> Copy (or Edit >> Cut if you are moving the items).
4.	Lookup the destination contact or group.
5.	From the menu, select Edit >> Paste.

The item will now be pasted to the destination ACT! contact or group.

Locate Customers Not Contacted in the Recent Past

Source: eGrabber Newsletters

Have you ever wanted to get in touch with all clients who were not contacted in the last few months? You may want to send them an email or just call to see how they are doing.

ACT! enables you to quickly locate all such contacts. Here's how:

• Select Group >> New Group from the menu. Enter the Group Name (for example, Clients_3 months).
• In the Contacts tab, click on the Add/Remove Contacts option and a dialog box appears.
• Under the Dynamic members section, click on the Edit Criteria button to open the Group Criteria dialog box.
• Use the options (And/ Or field contents) in the grid and construct a query to locate customers who have not been contacted in the last 90 days.
• Click OK.

This Group can now be checked regularly to ensure that you are communicating with clients falling under the specified criteria.

Perform a 'Lookup' on Any Field in ACT!

Source: eGrabber Newsletters

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.