10-23-2009 04:22 PM
In the older ACT!, I was able to use the "Narrow Lookup" feature. I like to do lookups by city, then narrow to one of my custom fields (engineers). I'm not sure how to do this. Any help would be appreciated.
10-24-2009 07:48 AM
It still works the same way. If you don't see the option to "narrow lookup" it's only because you haven't clicked on "Show more options" on the lookup screen. It remembers the last way you left it, so once you open up the additional options it will stay that way.
Of course, a faster way to do that in one step is a "Lookup By Example", and fill in both the city and your custom field at the same time.