Product Family: Act!
Product: Act! Pro, Act! Premium, Act! Premium (access via web), Act! Premium Cloud
Version: 2010 and later
You can use the Lookup function in Act! for simple searches to more complex, advanced queries.
Performing Simple Lookups
A simple lookup is performing a search to find the answer to one simple question. For example:
- How many people in my database live in the state of Arkansas
- How many people in my database have an email address
- Which of my contacts have a last name of Johnson
To perform a simple lookup:
- Navigate to the Contacts section of Act!
- Click Lookup, then select the desired field you want to search, or select Other Fields… if the field you want is not listed
- If necessary, use the Field drop-down (left) to select the field you wish to search on
- In the Operator drop-down (center), select the appropriate operator
- In the Value drop-down (right), enter or select the value you’re looking for
- Click OK
Using the examples from earlier, if you wanted to find everyone in Arkansas, you’d choose:
- Field: State
- Operator: Equal To (=)
- Value: AK
Refining a Lookup
- After performing a lookup, click Lookup again, then select the desired field or Other Fields...
- Complete the Field, Operator, and Value drop-downs
- Click Show more options
- Under For the current lookup:, select one of the following options
- Replace Lookup: Removes your current lookup and replaces it with an entirely new lookup
- Add to Lookup: Pulls more results into your current lookup
- Narrow Lookup: Removes records from the current lookup that do not match the criteria of this lookup
- If applicable, choose whether you want the lookup to include Private contacts or users
- Click OK
Quickly Returning to a Previous Lookup
You can quickly return to a previously run Lookup at any time after performing several lookups by going to the Lookup menu, selecting Previous, then selecting the previous lookup you wish to re-run. Previous Lookups are available for the 9 most recent lookups
Additional Ways to Find Information in Act!
For more information on additional ways you can find information in your Act! database, including how to work with Advanced Queries to search multiple conditions at the same time, refer to the following knowledgebase articles:
How to create a lookup from a Group in Act!
Answer ID How to create a lookup from a Group in Act!
How to create a lookup from a Company in Act!
Answer ID How to create a lookup from a Company in Act!
Advanced Lookup Features in ACT!
Answer ID Advanced Lookup Features in ACT!
How to Create a Query in Sage ACT! 2011
Answer ID How to create, use, and edit an advanced query in Act!
How to Edit an Existing Advanced Query
Answer ID How to Edit an Existing Advanced Query
How To Create a Lookup of Contact Records that Contain Secondary Contacts
Answer ID How To Create a Lookup of Contact Records that Contain Secondary Contacts
How to Lookup Opportunities in ACT
Answer ID How to Lookup Opportunities in Act!
How to Include Private Contacts and Users in Your Lookup
Answer ID How to Include Private Contacts and Users in Your Lookup
How to Use the Contact Activity Lookup
Answer ID How to Use the Contact Activity Lookup