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Make Group Membership Searchable

Status:

by on - last edited on

I would like to be able to search for group membership using the advanced querying capabilities. Some of my queries depend on group memership and there is currently no way to do this. If the advanced query allowed me to search contacts with a "member of" query type where the value could be set to a group or subgroup name this would be very helpful and improve the flexibility of the query capabilities. I have had to convert several of my groups into fields that I can then use for dynamic membership but this takes a lot of effort and requires adminstrative access to the data bases and makes me involve IT. I would like to be able to write a query to select contacts from multiple groups without having to involve my IT department.

Message Edited by ralphmack on 01-12-2010 08:13 AM

Query By Example

Status:

by on

It would be really fast, efficient, and user-friendly to implement QUERY BY EXAMPLE functionality throughout ACT.

For example, I go to Contact mode's Detail View, enter "Search Mode", then type into the fields on the Contact form what I want to find (even switching from tab to tab if necessary), then click a "Search Now" button to search for matching records. This would be a much faster way to search for records based on multiple criteria.

Ability to Search Attached Documents

Status:

by on

THIS IS SOOOO NEEDED!!!!! If you have 100's of contacts and you have gathered either documents or they have sent you information in a file and you can't remember who it was but you remember the content of the document, how would you find this info? You should be able to do a boolean search on documents. Some companies you may have up to 30 contacts w/ attachments form them so it would so much more productive to be able to do a search w/ some key words and boom, there is your list and be able to read it on right hand side or something as you scroll through.

Hope others can use this feature!

Windows Folder View In New Tab

Status:

by on

I'd like to see a tab on the bottom of the layout that would search windows folders dynamically based on contact information. From what I can find Act! currently ties individual linked files only manually. In our case we store pdf and excel versions of orders and supporting documents in one main folder with a few subfolders to break them out by date and type. It would be awesome if based on the company name we could search these folders and display the results in the tab. the Folder specified would be the same for every contact. Ideally it would work and function just like a windows folder with the search key already propagated, but with the ability to modify it. I have read descriptions of add-on's till my eyes bled. I also looked through the dev site and didn't see where anyone has programmed anything like this. I'd probably pay to have it done if it's not to crazy expensive.

On contact, Keyword Search

Status:

Hi-

Wouldn't it be great and not too hard to put a simple on Contact Keyword search.

You click a button, type in the word you are looking for and hit Search. It searches only on the contact you are on. The cursor is then ZIPPED to the word you were looking for. Keep clicking "Find Next" to find word again.

This would be amazing when you have 50 histories and 20 notes on an important client and save SO much time.

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