03-30-2010 06:45 PM
Act 2010
Windows 7 - Enterprise
I have a back end group that prepares my quotes and eMails them to me. So, I have a profile under each company called "Company-Name Quotes". I have a company that the first part of the name is MM followed by another word.
When I attach the eMail manually and do a lookup, I enter "Quotes, MM". The profile can't be found. If I change it to "M&M" then it finds it just fine. If I described the problem clearly, does anyone have any idea on what is causing this?
04-05-2010 09:15 AM
Hello John,
I'm trying to reproduce your results, but I'm not sure I am following the correct steps. I'd like to double check what your situation is:
- the profile for each company > are these 'Contact' or 'Company' records?
- assuming it is a Contact record > is 'MM Quotes' in the Contact field or in the Company field?
- which criteria are you using in your Lookup? (contains, begins with, etc.)
04-06-2010 05:11 AM
Could it be that ACT is putting one of the M's in as the middle name? What if you search for "Quotes, M"
03-03-2011 09:46 AM
Well, I finally figured it out.
MM is in the name prefixes. MM is generally thought of as Mr. and Mrs. I took it out (both Mm and Mm.) and the problem went away.
