07-07-2011 01:19 PM
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
07-07-2011 02:05 PM
Check lookup by example of advaanced lookup.