Issue 22 • ACT! 2005/2006 Edition

Dear FIRSTNAME,

It's nice to be able to view your contact data in a spreadsheet-like view, but the real power of the Contact List view comes with its lookup refining capabilities.

In the Contact List view, you can lookup sets of tagged contacts and omit unneeded contacts from a lookup. This functionality is very useful when you need to refine a lookup before sending a mass letter or email.

Click these links to learn more detailed information about the the tips outlined in this issue:

As always, if you have any questions about ACT!, please do not hesitate to get in touch with me at 800-322-1049.

Best regards,

The staff at

Innovative Solutions
 

 

Brought to you by:

Innovative Solutions
ACT! Certified Consultants

4423 Lehigh Road
Suite 404
College Park, MD 20740
800-322-1049
www.is-crm.com

 

 

L A T E S T   N E W S

This section removed for the newsletter archive.
 

We recommend that you purchase:

Managing Contacts
with ACT! 2006

$24.99   $22.49

Click here to order.
 

 
Looking Up Tagged Contacts
Relevant for ACT! 2005 & ACT! 2006 Users

At the end of the year, most people send out a holiday card (and those who don't probably should). But how do you create a list of card recipients? In the Contact List view, you could tag contacts for inclusion in your holiday card mailer and then perform a lookup of the tagged contacts. Once you've created a lookup of these contacts, it's easy to save the lookup as a group or print mailing labels for your lookup.

To perform a lookup of tagged contacts:

  1. In the Contact List view, click the Enable Tag Mode option (you'll find it next to the Look for field above the field column headers).
  2. Click each contact that you'd like to include in your lookup. As you click contact records, they'll become highlighted.
  3. Click the Lookup Selected button. Your current lookup will become a list of the selected contacts.
 
Omitting Tagged Contacts
Relevant for ACT! 2005 & ACT! 2006 Users

If you're about to send a mass email or letter to the contacts in your current lookup, you can use the Contact List view to omit specific contacts from the lookup.

To select multiple consecutive contacts, enable the Tag Mode in the Contact List view. Then, click a contact to highlight it. Hold down the Shift key and click another contact. ACT! will tag all contacts between the two that you clicked.

To omit tagged contacts from the current lookup:

  1. In the Contact List view, click the Enable Tag Mode option.
  2. Click each contact that you'd like to omit from the current lookup. As you click the contacts, ACT! will highlight them.
  3. Click the Omit Selected button to omit the highlighted contacts from the current lookup.
 
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© 2006 Thomson Course Technology.  Text adapted from Managing Contacts with ACT! 2006. Reprinted with permission.