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Create Lookup from Keyword search

Copper Contributor
Posts: 99
Country: USA

Re: Create Lookup from Keyword search

[ Edited ]

Creating a lookup from a keyword search works fine, if you do it correctly. 

 

The"problem" is that the latest version of ACT! searches much more than just contacts - it includes opportunities, groups. etc.  So if you choose to do a keyword search that includes all of those different things, of course you cannot create a lookup - because some are contacts, some are groups, etc.

 

To make it work, simply select "contacts" from the "Search these records" box rather than the default "All".  Do your search, then click "Create lookup" and it will work fine.

 

Screen shot

Best Regards,


Chuck
Solution
Accepted by topic author steed1
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 117
Country: United States

Re: Create Lookup from Keyword search

Got it!!  This works.  Love my new SSD drive. Created a keyword lookup against almost 20k contacts and 523 results came up in less than a minute

 

Now I just have to remember to make that change on every keyword search...

Copper Contributor
Posts: 36
Country: United States

Re: Create Lookup from Keyword search

Worked for me too! What a relief. thanks a lot.

New Member
Posts: 1
Country: USA

Re: Create Lookup from Keyword search

yes, thsi works
Copper Contributor
Posts: 17
Country: Singapore

Re: Create Lookup from Keyword search

Thanks!!