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Lookup All Contacts Linked to a Company

New Member
Posts: 2
Country: United States

Lookup All Contacts Linked to a Company

Is there a way to create a lookup of contacts that are linked to a company? 

 

Copper Super Contributor
Posts: 478
Country: Australia

Re: Lookup All Contacts Linked to a Company

How is it linked?

 

1) If its the company field in the contact record then just go to the company and click on the contacts tab it will then list out all those linked to it.

 

2) If you associate an opportunity with a company then this needs to be viewed via a report as the company opportuunity tab shows all opportunities for its contacts

 

Hope that helps


Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
New Member
Posts: 2
Country: United States

Re: Lookup All Contacts Linked to a Company

Sorry, rookie poster here... I'll try to clarify.

 

I want to do a lookup of ALL contacts that are linked to ANY company.  This way, I can verify that certain criteria is present for any contact that is linked to a company versus a plain old contact in our DB.

 

Thanks much for your quick response and I hope there is a way to do this.

 

Seamus

Copper Super Contributor
Posts: 478
Country: Australia

Re: Lookup All Contacts Linked to a Company

Maybe one of the techo dude can confirm this but ii think you can do that with the Company Membership report????

Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Bronze Super Contributor
Posts: 1,544
Country: United_Kingdom

Re: Lookup All Contacts Linked to a Company

The easiest way is to select the Company and view the Contacts tab which will list all the members of that CompanyTo do a lookup of all the members of that Company just point anywhere in the list and  RMC and select Create Lookup from the small menu. Et Voila!

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org