27 July 2010

Keeping Track of Lookups

One of the most common tasks in ACT! is to create a lookup of either an individual contact, or a group based on some criteria (e.g. Prospects, people in NH, contacts named Bob, etc).  Performing a lookup returns a contact list, but when you go to another contact, narrow the lookup, click on a Company name, or most other navigational options, you loose your original list.

Instead of going through the steps to re-create the contact list, ACT! keeps track of the last 9 lookups you perform, allowing you to navigate between lists and/or contacts.  To get to this option, just click Lookup>Previous on the menu, and you will see a list of your past commands:

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