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Customizing the default search

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Astute Commentator
Posts: 5
Country: Germany
Accepted Solution

Customizing the default search

Greetings!

 

I have a question regarding the default search option in the navigation bar of act. Is it possible to customize it in a way that it does not include certain results when searching (instead of using an advanced querry)?

For example: 
I have created a custom True/False field for old contact data named "Old". Can I customize the quick search field to automatically exclude all contacts marked as old? 

 

I'll provide a picture of the search bar I am talking about for better visualization. 

 

I use Act! Pro V20.

 

Many thanks!

Dieter.

 


Accepted Solutions
Solution
Accepted by topic author DieterHerrmann
‎03-22-2018 04:59 AM
Platinum Elite Contributor
Posts: 6,753
Country: USA

Re: Customizing the default search

I don't believe what you want can be done. However If you right click on the field and select Lookup on that field the last used search criteria is remembered
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

View solution in original post


All Replies
Solution
Accepted by topic author DieterHerrmann
‎03-22-2018 04:59 AM
Platinum Elite Contributor
Posts: 6,753
Country: USA

Re: Customizing the default search

I don't believe what you want can be done. However If you right click on the field and select Lookup on that field the last used search criteria is remembered
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Astute Commentator
Posts: 5
Country: Germany

Re: Customizing the default search

I see. Thank you very much. We decided to use a second spearate database for the old data and export any contacts that become of relevance again.