Finding contacts with scheduled activities

ACT! Premium Web 2005 Server

Finding contacts with scheduled activities

As you view a calendar or Task List, you might want to find the contacts with whom you have scheduled activities.

  • From the Daily, Weekly, or Monthly calendar, you can create a lookup of all contacts who appear on your current schedule.

  • From the Task List, you can create a lookup of all contacts associated with selected activities, select an activity, and display that contact’s record in the Contact window.

To find contacts with scheduled activities

  1. Select an activity on a calendar, or select one or more activities on the Task List.

  2. Right-click, and then click Create Lookup.

The contacts with whom you have scheduled activities appear in the Contact window.