03-19-2009 12:26 PM
I am looking for a method of going to a contact record either by last name or by company. I do NOT want to do a lookup that provides only the selected record and then I have to go back to the whole database, I just want to go directly to a record. It can be the first record in the case of duplicates.
Can I put an icon on the Contacts Record that I can click on, put in the first few characters of the desired field's content and have the program go to the record when I or ACT fill in the complete data.
Doesn't everyone want to do this? Maybe I've been looking in the wrong places for a solution.
Thanks in advance for any help you can provide
03-19-2009 12:50 PM
View | Contact List
Click on Company at the top to sort by that field
Start typing the characters
Will that do?
03-19-2009 01:22 PM
This is just the kind of solution I was looking for. As a matter of fact, the "Contacts" icon is already displayed on the left side of the database and the database is in alphabetical order by company so I can now just click on Contacts and type "phoe" and the system comes up with PHOENIX. Great and Thanks again.