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ACT 6.0.3 Go To a record

New Member
Posts: 2
Country: United States

ACT 6.0.3 Go To a record

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

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: ACT 6.0.3 Go To a record

Try:

View | Contact List

Click on Company at the top to sort by that field

Start typing the characters

 

Will that do?

New Member
Posts: 2
Country: United States

Re: ACT 6.0.3 Go To a record

Hi Mike:

 

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.