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Multiple items in a field

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Country: Canada
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Multiple items in a field

Can anyone tell me how to seperate multiple items in a field so that they show up when you do a Lookup.  For example... we have a field named "Review Meeting". Some clients will only want to meet once a year, I put in January and when I search January thier name comes up.  BUT if they like to meet in January and June and I enter it as either

 

January, June

January; June

January June

 

When I do a Lookup of clients who want to meet in June the client does not show up in the list.  I remember when we were training they said you can have more than one item in a field for example a client likes Golf and Hockey but I can't make the lookup work.

 

Any suggestions???

 

Thanks!

Alexis


Accepted Solutions
Solution
Accepted by topic author Walkera
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,356
Country: United_Kingdom

Re: Multiple items in a field

Alexis

 

You don't say which version of ACT! you are using which slightly affects how you do this.

 

In ACT 2009 you have the option of doing a lookup for a field that "Contains" certain words.  So if you have " January June" in the field a lookup for Contains >June, you will find it.

 

In other versions, and even in 2009 for that matter, I would add a multi-select drop-down list (Define Fields) where you can list all the months. When you come to use it you just check the relevant boxes, e.g. January and July. You should now be able to do a lookup for one month or both.

 

If you check more than one item from a multi-select drop-down list they get entered in the field separated by a semi-colon with no spaces i.e. January;June. You can also find words anywhere in a field when you do a lookup by putting a percentage "%" sign either side of the word, so %June% should find all the June contacts in the database.

 

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk

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All Replies
Solution
Accepted by topic author Walkera
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,356
Country: United_Kingdom

Re: Multiple items in a field

Alexis

 

You don't say which version of ACT! you are using which slightly affects how you do this.

 

In ACT 2009 you have the option of doing a lookup for a field that "Contains" certain words.  So if you have " January June" in the field a lookup for Contains >June, you will find it.

 

In other versions, and even in 2009 for that matter, I would add a multi-select drop-down list (Define Fields) where you can list all the months. When you come to use it you just check the relevant boxes, e.g. January and July. You should now be able to do a lookup for one month or both.

 

If you check more than one item from a multi-select drop-down list they get entered in the field separated by a semi-colon with no spaces i.e. January;June. You can also find words anywhere in a field when you do a lookup by putting a percentage "%" sign either side of the word, so %June% should find all the June contacts in the database.

 

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk