About finding contacts and contact information

ACT! Premium Web 2005 Server

are created when ACT! Premium for Web Server finds one or more contacts. A lookup is a selection of contact records based on criteria that you specify. When you perform a lookup, only the contacts in that lookup appear in the Contact window and Contact List. For example, if you use the City Lookup command to find all contacts in Paris, only contacts with an address in Paris appear in the Contact window and Contact List.

allow you to find contacts by searching for keywords contained in their records. This is a very powerful way to find information about a contact. You can search for keywords in the fields of contact records and in the Activities, Opportunities, Notes, and History tabs in the Contact Detail window.

allows you to find contacts, sort the list, and create lookups of contacts.

are an advanced method of searching for contacts by comparing all contacts in the open database with multiple criteria that you specify. The query then creates a lookup of the contacts that match those criteria.

About finding contacts and contact information

Finding contacts can be as simple as searching by first name, or sophisticated as searching for all contacts in the western region of the United States who purchased more than 100 units of your product in the last six months.

You can find contacts and contact information in one of the following ways:

How do I...?

Use lookups

Perform a keyword search

Perform an advanced query

Related Topics

Looking up opportunities

Looking up groups

Looking up companies

Looking up last data synchronized

Looking up a Sync Set

Saving a lookup as a group

Saving a lookup as a company