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. |