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Need to Sort by Active Clients

New Member
Posts: 7
Country: USA

Need to Sort by Active Clients

I'm running ACT! 2010 as a shared database on Windows 7.  I need to sort my contacts by Active contacts, but I can't find the right option.  Can someone help with this?

 

Thanks!

Silver Contributor
Posts: 1,813
Country: USA

Re: Need to Sort by Active Clients

There are two terms within ACT that I would define prior to answering your question

Sorting - means sort from A to Z - this can be done from the edit menu or from the contact list by clicking on the field.

Lookup - or filtering this is where you would narrow your list from All contacts to just those who meet a specific criteria.  This is easiest done by right clicking on a field and entering the criteria you wish to filter or lookup by.

 

Assuming you use a field like ID/Status for mark "Active", and that you want to Look these up. 

 

Right click on the ID/Status Field end Active in the criteria box.

 

Here is a detaild article on doing a "lookup" in ACT (click here)

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New Member
Posts: 7
Country: USA

Re: Need to Sort by Active Clients

Trying it now.  Thanks!