11-03-2011 11:12 AM
I have a Group called "2011 Clients." I create a Lookup of this group. When I search (Lookup, Annual Event) for a birthdays within November, I only want to find those who are in this current lookup, not the entire database. How do I do that? I must be missing something, surely the search doesn't apply to the entire database (which has considerable more entries).
02-06-2012 10:45 AM
I think it was designed that way (but I could be wrong). I don't think you can do a lookup on a lookup.
You could create an Advanced Query Lookup, or create a Dyamic Group.
Alternatively, you could create a Report. You can use your Lookup as the basis of the report. There is a canned Birthday List contact report in Act!
02-06-2012 11:38 AM
I was thinking of it as a SEARCH within a Lookup, because the pop-up actually says SEARCH.
But you are right, that an Advanced Query will work, choosing Birth Date equal to a month number. But it is not quite as intuitive.
I vote for Annual Event Search to be within a Lookup and not the enitre database.