05-24-2017 06:18 AM
Say I want to find all leads I've sent a "quote" to, which I would have written in the notes in the lead. Is there a way I can search through all notes of all leads, and have it give me a list of all those that have the word "quote" somewhere in the notes?
( I am using ACT! Version 13.0.401.0 on Windows 7 Ultimate. The database is on my computer. )
05-25-2017 11:03 AM
Unfortunately not in your version. The Universal Search feature was introduced in Act! v14. This feature allows you to perform keyword searches in notes, histories, activities and many other areas of Act!.
I suggest you consider upgrading Act! to get this, plus many other new features that have been added over the years.