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Organizing Customers?

New Member
Posts: 1
Country: USA

Organizing Customers?

I want to create something in ACT. Whether it is a new database or just adding new fields that allows us to organize our customers in act by services (i.e.. Siding, Windows, Gutters, Roofing, Misc.) and even sub group those to color and brand. Essentially we would like to be able to hand our customers a list of the houses we've done in their area or the same color of siding they want. I want to be able to filter it by address, product, service etc. I've thought about adding a field or maybe creating groups? Any suggestions would be helpful

Platinum Elite Contributor
Posts: 6,865
Country: USA

Re: Organizing Customers?

Check lookup by example of advaanced lookup.

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer