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Company Help

Copper Contributor
Posts: 29
Country: USA

Company Help

Our company now serves 6 counties in our state. This is a good problem to have, unfortunately our company list is now at 1376!

 

I can only pick detail or list view. Is there a way to sort these by city or something? It's a case of too much data for our staff to wade through, especially the smaller counties. 

 

Any suggestions would be helpful.

 

Thanks!

Silver Contributor
Posts: 1,813
Country: USA

Re: Company Help

you can add the city field to the company list (or contact list)  once a field is in a list you can click on the header to sort by that field.

 

Also try looking up to narrow the list.  

 

Your database is small by many standards and finding information quickly will help you get more out of the program.  Consider some training on lookups.  

 

The following is not professionally done, but I did a webinar on "finding your stuff in ACT"  here is the link

https://www.youtube.com/watch?v=azqTKmNW52Q

 

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider