Finding contacts, companies, or groups using keywords
A keyword can be any word that appears somewhere in a contact record. For example, if you have looked up a contact record and need to find a note about budgets for that contact, you can save time by searching the Notes of that record to find only entries containing the keyword "budget".
To find contacts, companies, or groups using keywords
From the Lookup menu, choose Keyword Search.
The Keyword Search dialog box appears.
In the Search for field, type the word or phrase that you want to find or select an item from the list.
The list contains the last five keywords that you searched for.
In the Search these records area, select a record type: Contacts, Groups, or Companies.
Select an option to specify which records to search: All records, Current records, or Current lookup.
In the Look in area, select to search in Activities, Opportunities, Histories, Notes, and/or Fields.
You can select one or all options.
Click Find Now.
ACT! Premium for Web Server searches the record type for the value you specified and displays the search results at the bottom of the window. You can access the contact record from the list or click Create Lookup. You can create a lookup of selected records or all records in the list. For more information, see Creating lookups from keyword searches.
If no records match your search criteria, a message appears and ACT! Premium for Web Server returns you to the Keyword Search window.
For more information about this using keywords, see Tips for Keyword Searches.