How to perform a lookup or query of Custom Table records

Question: How do I perform a lookup of records inside my custom tables?
 
Product Details: 
Product Family: Act!
Product: Act! Premium Plus
Version: v20.1
 

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Answer: 
 
Locating specific custom table records differs slightly from locating specific records in the Contacts, Groups, Companies, or Opportunities. There are two ways to locate records in custom tables: Advanced Queries (desktop version only) and Quick Filters.
 
For information, see below:
 
 
Advanced Query (desktop version only)
 
Note: Due to the nature of custom tables, there are no pre-defined lookup options. You must create and save your own Advanced Queries for each table you wish to query before you can query the custom table. For information regarding creating and editing Advanced Queries for custom tables, refer to the following knowledgebase article:
 
How to create and edit Advanced Queries for custom tables

 

1. Navigate to the custom table that you wish to query
2. In the toolbar, click the Query drop-down and select the desired query

 
 
Quick Filter
 
The Quick Filter option allows you to narrow down the list by using keywords that match data that exists in visible columns in the list of records for a particular custom table. This can be done by filtering based on all data in all columns, or by filtering based on individual columns.
 
 
Filtering all columns

1. Navigate to the custom table that has the records you want to filter
2. In the toolbar, click the Quick Filter switch to enable the option
3. Type the keywords

 
 
Quick filtering by individual column
 

1. Navigate to the custom table that has the records you want to filter
2. In the toolbar, click the Quick Filter switch to enable the option
3. Depending on whether you are accessing the database via desktop application or via web browser:
   
   
   • Via desktop application: Hover your mouse over the desired column header, then click the filter icon, then use the Values to filter by text or the Text Filters tabs to filter by specific operators as necessary
   • Via web browser: Type your terms into the text field under the desired column header, then click the filter icon and change the operator as necessary