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ACT! for Financial Professionals - Searching by Category/Type/Tier

New Member
Posts: 2
Country: USA

ACT! for Financial Professionals - Searching by Category/Type/Tier

ACT! has changed many of the data boxes to fit the financial world. However, it doesnt appear that they have adjusted their search options to fit their changes in data boxes. Example, under the Lookup menu is the "ID/Status" look up option. But there is no more ID/Status box. Conversely, it appears that the Type/Category/Tier is used the same way as ID/Status and their is not a clear way to search by these. I could not even find "category" in the search options.

Does anyone have any insight as to how to handle this in ACT! for Financial Pros??