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Find contacts that have documents attached

Copper Contributor
Posts: 44
Country: USA

Find contacts that have documents attached

How would I create a lookup of all contacts that have a document attached?

and

How would I create a lookup of all contacts that have particular word in the name of  a document attached? Like "contract"?

Thanks

Brian

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Find contacts that have documents attached

Hello Brian,
I don't know of why to find all contacts that have an attachment in general. But, if you have ACT! 2012, and are looking for contacts with a particular document attached, then Universal Search can do that:
http://kb.Sagesoftwareonline.com/cgi-bin/Sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=2803...

If you using ACT! 2011 or lower, then you can try a Keyword Search (Lookup > Advanced > Search on Keywords), but this will not be able to search under the Documents tab - only Notes and Histories.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.