12-12-2012 10:33 AM
I am trying to lookup any contact record that has a note entered by a particular sales people. The field is labeled record manager in the NOTES section. I have found the record creator is different that the notes record manager. The purpose is to find a record that you as a sales person have made contact with. now, in our system, after a sales person has made contact and gotten the sale, fulfillment takes over and that person will make entries regarding the order, thus changing the 'last edited by' field. Also, some orders come in and the sales person won't even know it. Additionally, the original record manager might be different too because we are calling through an old databae in an attempt to clean it up, so some of the records are older and created by other sales people. So I am unable to look up based on last edited and record manager.
There are two end goals .
1. is to make sure that no orders have been fulfilled and the sales person doesn't get paid commission.
2. want to follow up on all contacts I have called and entered a note. Again, someone else might have entered somethign after me. I need it be a look up and not a report because want to work off the lookup.
I would think there is a way to query a record based on note record manager.
12-19-2012 07:42 AM
06-22-2017 05:45 AM
I found your answer to this issue that i am having as well, it works great, except that, the create look up is grayed out and can not be pressed. Would you be able to help on this issue.
06-23-2017 03:30 AM
Usually the Create Lookup option would be grayed out if there are 'mixed' results types (ie. contacts and companies) being presented. As these can't both be in the same lookup, the option to create a lookup gets grayed out.
Make sure the "Type" on the left hand side is set to "Contacts" - you'll need to click Find Now again to make sure that the search results update.
10-31-2017 02:08 AM
11-03-2017 08:44 AM - edited 11-03-2017 08:50 AM
The question here refers to a „typical“ problem of ACT! that we’ve found already in the early days of the new generation of ACT! (2005 and up).
Act! is quite good at collecting and storing “raw data”, but it lacks tools to get them out again in the desired way, especially when it comes to cross references between entities and/or sub-entities like contacts and contact notes.
Melville-Schellmann has developed a data mining / business intelligence tool called MSControl which will use the ACT! database as “raw data” and can provide any thinkable analysis of that “raw data”.
The link goes to our German web page, but the program and the documentation is also available in English.
Demo version from here:
Once you've set up a project you need 2 more mouse clicks to get the desired information....