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Display group name when in a narrowed lookup?

New Member
Posts: 10
Country: United States

Display group name when in a narrowed lookup?

We use Act! for making calls primarily. We call within a single group at a time, and then within each state in that group.  In our old version of Act, the main group you were in was always displayed near the bottom of the application. In Act 2009, the group is displayed in the bottom left corner, only when your lookup is the entire group. If you narrow that lookup to a particular state in the group, it only shows "Lookup: state" where it used to show the group name. Is there an easy way to have the main group show up somewhere on the screen the whole time so you know what group you're working in?
Nickel Elite Contributor
Posts: 934
Country: USA

Re: Display group name when in a narrowed lookup?

 

Use your Groups/Company TAB at the bottom of your screen  - you may need to pull the TABs up a bit.

Hope that was the right answer.

Cheers - FSB

 

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
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New Member
Posts: 10
Country: United States

Re: Display group name when in a narrowed lookup?

Well, not exactly. The groups/comany tab shows all the groups a particular contact is in. I need a way to view what group I have looked up. For example, if I pull up the group "Customers" and then I narrow that lookup to the state "Arizona,"  I want to be able to still see at a glance that I am in the group Customers. Right now, the indicator at the bottom of the screen shows the lookup your in, but if I narrow the search to a particular state, it changes fom "Lookup: Customers" to "Lookup: Arizona" I need to be able to know what group I'm in at all times, not what subset or narrowed lookup I'm looking at.