Community
Showing results for 
Search instead for 
Do you mean 
Reply

ACT! 2007 (v9) Make groups out of Companies or query companies

New Member
Posts: 4
Country: Australia

ACT! 2007 (v9) Make groups out of Companies or query companies

Hi everyone,

 

I've got ACT! 9 and we need to use it in a more company centric manner than it seems is possible with the vanila install. I'd ideally like to be able to create groups out of companies, but failing that it would be fine to be able to query companies, and save those queries to the menubar.

 

I have downloaded a plugin that lets me query companies, but it's tedious to load saved queries. Is there any way of saving company queries as tool bar buttons in ACT! 9? 

 

Thanks,

 

Daniel. 

Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: ACT! 2007 (v9) Make groups out of Companies or query companies

ACT! 2008 (10.0) adds the ability to do Lookups on companies and you can save the queries if using Advanced Query for the Lookup