- ACT! by Sage Forum
- :
- Ideas Forum
- :
- SHARE YOUR IDEAS
- :
- Add to Lookup option after Create Lookup from a Gr...
Announcements
Add to Lookup option after Create Lookup from a Group
I only recently discovered that if you are in Group Detail view and you right-click on one of the group names, then Create Lookup, you can't then do a second lookup to Add contacts to the contact list you just created; the only options are Replace or Narrow.
This came about as I have a client who needs to send emails to groups of 30 people on a fairly regular basis. The core group is always the same and cannot be modified, but they needed to be able to add or remove three or four names each time the email-shot is run.
By doing the Create Lookup from the group we could create a contact list from which we could select and omit individuals from the send, but I can see no way of adding individuals to the list since the Lookup option of Add to Lookup is missing in this scenario.
Jeff
We want to hear your cool ideas for improving ACT! by Sage products and services. So add your own ideas or kudo (vote) on the ideas of others here!
I have an idea! How do I get started?
OneRead our submission guidelines.
Two
Search for your idea. If you don't see it, submit a new one!
Three
Provide feedback on the ideas of others by voting with kudos and adding comments.
For more information about using ideas, read this thread.
Four
Track your ideas and those you like. Once you've posted or kudoed and idea, subscribe to be notified via email of the latest updates to the idea. From within the idea, click "Idea Options" which appears above the idea title and choose, "Subscribe to this idea".
Be sure to check back from time to time to see new ideas and status updates!
Here is a quick list of the recent ideas for speedy browsing!
- (4)
- 2010 (1)
- Access (1)
- access list (1)
- ACT! e-marketing (1)
- Activities (4)
- activity (1)
- activity types (1)
- add contact to lookup. (1)
- Add File to Documents Tab (1)
- addons (1)
- address (1)
- Alarms (1)
- Append Date Fields (1)
- Apple (1)
- Apply (1)
- association (1)
- associations (1)
- attachments (3)
- autodate (1)
- autofill location (1)
- avery (1)
- Back (1)
- browser (1)
- Bulk Editing (1)
- Buttons (1)
- Calculations (1)
- Calendar (2)
- Chrome (1)
- Clipboard (1)
- Colour coding users (1)
- column (1)
- combining records (1)
- Commands (1)
- companies (3)
- Companies - Delete (1)
- Company (1)
- Company Detail View (2)
- Company level needs (1)
- conditional (1)
- Contact (1)
- contact call (1)
- contact phone. (1)
- contacts (1)
- Copy (1)
- Copy Calendar (1)
- Create fields with dropdown menus (1)
- Create new Company or Contact. (1)
- current contacts list (1)
- Dashboards (1)
- Days Open in Activities (1)
- DDI Phone number (1)
- de-duping (1)
- Define Fields (1)
- Demote to Secondary (1)
- departments (1)
- Descriptions (1)
- details (1)
- Documents (3)
- DPI display fonts (1)
- drag and drop (1)
- drip marketing (1)
- drop-down (1)
- duplicate records (1)
- Duration (1)
- dynamic access list (1)
- E-mail (1)
- E-marketing (1)
- Edit Mode (1)
- eliminating duplicate records (1)
- email (5)
- email to secundary contact (1)
- enter new contact (1)
- envelope (1)
- Excel import data (1)
- exchange (1)
- Expenses (1)
- Export to Excel (1)
- Field (2)
- field population (1)
- Filters (1)
- Firefox (1)
- Folders (1)
- Functional layouts (1)
- Global Tool Bar (1)
- gmail (1)
- Go to Contact (1)
- groups (2)
- History (4)
- History count (1)
- Icon (1)
- icontact (1)
- Info Pane (1)
- Instant Messaging (1)
- iPhone (1)
- keywords (2)
- labels (1)
- Layout Control (1)
- Layouts for Tables (1)
- Limited Access (3)
- Linking (1)
- Linux (1)
- list_views (1)
- look for (1)
- lookup (2)
- Lookup Any Phone Field (1)
- Lookup Date Range (2)
- Lookup in Contact AND Company (1)
- lookup special letters (1)
- Mac (2)
- Macros (1)
- Mail Merge (1)
- Make Private (1)
- menu (1)
- Mileage (1)
- Mobile (1)
- multilingual (1)
- multiple attachments (1)
- multiple databases (1)
- NavBar (1)
- Navigation (1)
- new contact (1)
- newsletter (1)
- Notes (2)
- Notes opportunities adding (1)
- Oppertunity Follow Up Activity (1)
- Opportunities (8)
- opportunity (3)
- Opportunity Filters (1)
- Outlook (1)
- page setup (1)
- PAST (1)
- Paste (1)
- PDA (1)
- Phone Call (1)
- phone number (1)
- plain text (1)
- previous (1)
- Priduct List (1)
- printing (1)
- Product List (1)
- Products and Services Order (1)
- Profit margin (1)
- Queries (1)
- quotes (1)
- Recurring Events (1)
- remote database (1)
- Remove User (1)
- Report Designer (2)
- Reports (2)
- Resources (1)
- restrict access (1)
- rich text (1)
- Sales Conversion Rates (1)
- Scheduled Activity (1)
- Scheduling (1)
- search (2)
- Secondary Contacts (1)
- Security (3)
- see both (1)
- sendoutcards.com (1)
- Shortcut to a folder (1)
- Skype (1)
- special characters (1)
- special letters (1)
- Summary (1)
- sycn (1)
- sync (1)
- synchronization (1)
- System Fields (1)
- Task Detail View (1)
- Task Location (1)
- TASKS (1)
- template (1)
- temporary contact list (1)
- Thunderbird (1)
- TODAY (1)
- todays calls (1)
- Toolbar (1)
- Totals (1)
- uninstall (1)
- update access list (1)
- upgrade (1)
- user-defined fields (1)
- View (2)
- Windows (1)
- wizard (1)





