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Lookups & Using Lookup Views

Tuned Listener
Posts: 10
Country: Canada

Lookups & Using Lookup Views

I'm adding a number of prospecting lists to my database and I'd like to be able to use them separately, that is, within the database but identify them separately.  When I've added them I've been able to create a Look Up by defining the activity period, but when I go to look them up they show up as a list and then when I click on a contact, I am only able to use that individual, versus keeping the Look Up open.  Is there any way to view a Look Up and utilize that 'list'.  e.g. if you Look Up contains 100 names can you work 'within' this Look Up?
Bronze Super Contributor
Posts: 1,544
Country: United_Kingdom

Re: Lookups & Using Lookup Views

One way to do this would be to create a Group with Static membership from the Lookup and then work in that Group.

HTH


David Shaw
Act! Certified Consultant since 2001
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