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Two questions: company lookups and task list customize columns

Tuned Listener
Posts: 10
Country: United States

Two questions: company lookups and task list customize columns

I'm running ACT! Premium for Workgroups 2006 and I have a couple questions.

 

1) I have a lot of companies.  About a thousand, I think.  I'd like to create a lookup based on certain criteria in a custom field.  It's my understanding that ACT 2006 can't do lookups by company.  If that's the case, is this something that later versions of ACT can do?

 

2) On the Task List, I'd like to add a column for a custom field I have on the contact page.  How would I do this?  The Customize Columns option doesn't have any of the fields on the contact page.

 

Thanks for any help you can provide!

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Two questions: company lookups and task list customize columns

The present version of ACT! provides for lookups by company. However, there isn't any way to add custom fields to the task list because it only shows fields in the activities table.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 10
Country: United States

Re: Two questions: company lookups and task list customize columns

So there isn't a way to do lookup by company in the 06 version?

 

And there isn't any sort of workaround for getting a column listing a field from a contact in the activities section?  How do I get to the activities table to edit it?

 

Thanks, I appreciate this a lot.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Two questions: company lookups and task list customize columns

There have been quite a few query options added in the later versions of the ACT! program and I don't remember exactly what was available in ACT! 2006. It also makes a difference if it is the standard or the premium version.

 

As to the activity table, that table design is locked and can't be changed. 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 10
Country: United States

Re: Two questions: company lookups and task list customize columns

Thanks very much, Roy!  I'm running ACT! Premium for Workgroups, but I don't think the answer will change regardless.