09-23-2009 02:40 PM
On this dialog box is an option called "Fields". What field does this option search?
Because the online help in Act 201 is not working for me, I can't look this up.
Any help would be greatly appreciated.
01-06-2010 12:31 PM - edited 01-06-2010 03:52 PM
Our keyword search is not working properly. More specifically, it seems that Keyword Search is not recognizing “fields” but it will recognize “notes”, “activities”, “histories”. For example I’ll look up "Smith" (a known record) with just the “field” box checked and the search gives me nothing, but if everything is checked to conduct the lookup, it will give me a lookup from “notes”.
01-06-2010 01:26 PM
With all due respect, if you know the field, for example Smith would likely be the last name field or contact field, why would you use keyword search rather than a specific field lookup?
Another question, what record type settings did you use?
01-06-2010 03:05 PM
Using the specific field lookup restricts us to searching for matching records within that specific field only. The Keyword Search will pull up matching records in all fields such as “company name”, “e-mail”, “department”, “team name”. It helps us make sure we are not adding any duplicate records – it’s kinda a “one stop shop”.
At least that was our theory...
Where do I look to determine the "record type setting?"
01-06-2010 03:42 PM
For what it's worth, here's my opinion based on over 16 years experience with the ACT! program, 10 of those years in tech support. The keyword search has improved over the years and does have some utility now. However, it's slow and tends to return nothing to way to much. In the past I considered it to be a crutch for people to lazy to learn how to do either a field or advanced query. It has evolved into a tool that can be used when nothing else works. As to the rational you gave for using keyword search, with all due respect, if your database is that poorly organized, you have a data structure problems. The idea of a database is to have the data entered in a structured manner.
You asked "Where do I look to determine the "record type setting?" and the answer is it's part of the parameters for the keyword search.
01-06-2010 03:50 PM
Our database and database structure are rather complicated as we are dealing with fundraising events of over 50,000 people and the companies they work for. ACT of course does not hold all of these records, but segments of our overall population. However, I will pass your thoughts on for an internal review.
Regardless, do you have a suggestion on the fact that it is not turnng up anything? That is the over-arching issue I have brought up.
01-07-2010 07:16 AM
I ran a test on a database and the fields setting worked. Check the settings in the Search these records.
By the way, the keyword search was slow and while I expected a single record return, I got over 20, many of them where my search string was part of another word.