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Contact with Specific Contacts

Copper Contributor
Posts: 57
Country: Canada

Contact with Specific Contacts

I use Act 6 and wonder if it is possible to create a specific lookup and then use that lookup to either call or create a letter etc to that listing of specific contact lookup.

 

Thanks

Frank

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Contact with Specific Contacts

That's one main purpose of a Lookup

You create the Lookup and then mail-merge or whatever to it.

If you want to keep the same lookup to use again, create a Group from it
Copper Contributor
Posts: 57
Country: Canada

bRe: Contact with Specific Contacts

Can I then record the history of the contact with a followup included with the lookup?