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Contact Searching

New Member
Posts: 14
Country: USA

Contact Searching

Is there a shortcut or an easier way to lookup a contact by company name? It seems like something I do often and it is a multi-step process.
New Member
Posts: 7
Country: USA

Re: Contact Searching

I've set up a button on my toolbar to handle this. In Contact view, right-click on the toolbar, then click Customize. Go to the Commands tab, and click on Lookup. Scroll down to Company (not Companies), then click and drag it to the toolbar. Once you click close, you'll be back at Contact view, and will have the button available. You can do the same thing in any other view. I've done this for Last Name lookup in Contact and Calendar view, and use them all the time.
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Contact Searching

This works in any field. Point at a field and then right click. Select Lookup from the menu.
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
New Member
Posts: 14
Country: USA

Re: Contact Searching

Thanks

I knew there had to be a simple answer, yet there really is TWO!