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Act 2005

New Member
Posts: 2
Country: United States

Act 2005

When I click on my day of the week icon I get a list of daily scheduled activities.  How do I move from this list format to the actual contact records being worked on.  Thanks Rich

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Act 2005

If you are in the Daily Calendar view, you can right-click anywhere on the calendar and choose Create Lookup.  This will give you a list of the contacts you have an activity scheduled with that day.  You can then go to the contact detail for a contact by double-clicking the contact's name from the list.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.