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notes look up by first name

New Member
Posts: 14
Country: USA

notes look up by first name

I've just finshed upgrading from ACT 2000 to 2012.


I have some notes that I would like to change the contact there are assosiated with, when I open the note and lookup contacts I can only lookup contacts by LAST name. It would be MUCH easier for my users to be able to look up by first name, is there anyway to change the defualt lookup method?



Platinum Super Contributor
Posts: 5,275
Country: USA

Re: notes look up by first name

Unfortunately, there is no option to change the way the contact search behaves. The only other option is to sort by Company name (click on Company header), which may or may not be helpful.
Greg Martin