Commands in the Lookup menu

ACT! Premium Web 2005 Server

Commands in the Lookup menu

Command

Subcommand

Result

My Record

 

Finds your contact record. See Looking up my record.

All Contacts

 

Finds every contact record that you have access to. See Looking up contacts.

Contact

 

Finds all contacts whose records contain a specified value.

Company

 

Finds all contact records that match the Company criterion that you specify.

First Name

 

Finds all contact records that match the First Name criterion that you specify.

Last Name

 

Finds all contact records that match the Last Name criterion that you specify.

Phone

 

Finds all contact records that match the Phone criterion that you specify.

City

 

Finds all contact records that match the City criterion that you specify.

State

 

Finds all contact records that match the State criterion that you specify.

ID/Status

 

Finds all contact records that match the ID/Status criterion that you specify.

E-mail Address

 

Finds all contact records that match the e-mail address criterion that you specify.

Other Fields

 

Finds all contact records that match the criterion that you specify for the field you select. You can search in any field in the Contact window (including the full contact name); all fields in the User Fields, Home Address, and Secondary Contacts tabs; and many fields in the Contact Info tab.

Groups

All Groups

Finds all groups and opens the Group List window. See Looking up groups.

 

Name

Finds all groups that match the name you specify.

 

Other Fields

Finds all groups that match the field and criterion you specify.

 

Save Lookup as Group

Allows you to save lookup results as new group.

Companies

All Companies

Finds all companies. See Looking up companies.

 

Name

Finds all companies that match the name you specify.

 

Main Phone

Finds all companies that match the main phone number you specify.

 

City

Finds all companies that match the city you specify.

 

State

Finds all companies that match the state you specify.

 

ZIP Code

Finds all companies that match the ZIP Code you specify.

 

ID/Status

Finds all companies that match the ID/status criterion you specify.

 

Other Fields

Finds all companies that match the field and criterion you specify.

 

Save Lookup as Company

Allows you to save lookup results as a new company.

Opportunities

All Opportunities

Finds all opportunities and opens the Opportunity List window.

 

Name

Finds all opportunities that match the name criterion you specify.

 

Stage

Finds all opportunities that match the stage criterion you specify.

 

Product

Finds all opportunities that match the product criterion you specify.

 

Total

Finds all opportunities that match the opportunity field and criterion you specify.

 

Status

Finds all opportunities that match the status criterion you specify.

 

Record Manager

Finds all opportunities that match the specified Record Manager.

 

Other Fields

Finds all opportunities that match the field and criterion you specify.

Keyword Search

 

Finds all contacts whose records contain a word or words that you specify. See Finding contacts, companies, or groups using keywords.

Annual Events

 

Finds all contacts whose records contain an annual event for specified dates or date range. See Looking up annual events.

Previous

 

Replaces the currently found set of records with the previously found set of records.

By Example

 

Finds contact, company, or group records that match the criteria specified. See Looking up by example.

Contact Activity

 

Finds contacts that have or have not been modified within a specified date range and for specified criteria. See Looking up contact activity.

Advanced

Advanced Query

Finds contact or opportunity records according to the query criteria, operators, and values you specify. See Creating an advanced query.

 

Users

Opens the Contact List containing all ACT! Premium for Web Server users' records.

 

Last Synchronized

Finds all contact records that were included in the last sync session or within a data range. See Looking up last data synchronized.

 

Sync Set

Finds all contact records included in a selected Sync Set. This also includes records added to the Sync Set by subscription. See Looking up a Sync Set.