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Lookups: Contacts by Industry

New Member
Posts: 3
Country: United States

Lookups: Contacts by Industry

How do I run a lookup that will give me contacts by Company within specific Industries?

 

I am able to run a lookup on Companies based on certain industires.  Once I have run the lookup I need to identify my contacts at those companies.

 

It looks like I can run a report with this information, but I don't want a report I want a manageable list to mailmerge.

 

Any idea?

 

Thank you.

Copper Contributor
Posts: 172
Country: USA

Re: Lookups: Contacts by Industry

havent tried this myself - but could you make a group of these industries--- then when in the group run an advanced lookup for the contacts you need - hope that helps

Nickel Contributor m4y
Nickel Contributor
Posts: 515
Country: Belgium

Re: Lookups: Contacts by Industry

The easiest is probably to use an add-on such as UrContactLookup

Xavier Nyssen

ACT! Certified Consultant @ Intuitis | Belgium
{ +32 64 45 08 00 | xavier@intuitis.be | http://intuitis.be }
New Member
Posts: 3
Country: United States

Re: Lookups: Contacts by Industry

Thanks for your thought.  I've tried that, but can't seem to save the the industry lookup as a group.  Any idea?
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Lookups: Contacts by Industry

The add-on that m4y referenced certainly sounds like it will do what you need.  Another option (if you don't wish to purchase an add-on) is to create an Industry field for the Contacts and link it to the Industry field for the Companies.

Greig Hollister

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

New Member
Posts: 3
Country: United States

Re: Lookups: Contacts by Industry

Thank you, I think I'll try that