Community
Showing results for 
Search instead for 
Do you mean 
Reply

Lookup contacts which is NOT linked to any companies

Avid Listener
Posts: 20
Country: Denmark

Lookup contacts which is NOT linked to any companies

Is it possible to create a lookup, only showing contacts without company links?

 

 

Kind regards,

Nicolai Bjerre Pedersen

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Lookup contacts which is NOT linked to any companies

Hello Nicolai,

Lookups are based on field values, and unfortunately there is no accessible contact field that indicates whether a contact is or is not linked to a company record. You would have to create a field for this, then put a value in that would indicate whether the contact is asscoiated with company...a simple Yes/No field would suffice. Then you could do a lookup on that field. The way I have seen this done is:

- Create a Yes/No contact field (call it "Linked to Company")

- Create a lookup from the company detail screen (right click under the Contacts tab of the company and select "Create Lookup"). You will have to do this one company at a time.

- For each contact in the lookup, put a check in the Yes/No box you created (you can do this for the entire lookup at once by going to Edit/Replace Field, and replace the contents of the Yes/No field with value "True")

- Once you have done all companies, then do a lookup of that Yes/No field for value "False". The results will be all contacts for which you did not check the box, which should be the ones not linked to any company record

Greig Hollister

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

Avid Listener
Posts: 20
Country: Denmark

Re: Lookup contacts which is NOT linked to any companies

Wow that is not a very practical solution. Then I have to make a lookup for each company??? That is a big task when you have a lot of companies...
Nickel Contributor m4y
Nickel Contributor
Posts: 511
Country: Belgium

Re: Lookup contacts which is NOT linked to any companies

Try this one: http://addons.formyact.com/addon.php?ref=UrWithout-for-act

Xavier Nyssen

ACT! Certified Consultant @ Intuitis | Belgium
{ +32 64 45 08 00 | xavier@intuitis.be | http://intuitis.be }