02-15-2011 09:20 AM
ACT! by Sage 2009 (11.0) Version 184.108.40.206, Hotfix 4
My question is about queries
We are headhunters/executive recruitment and using ACT as our candidate and client database.
Contacts Layout: has two multiple-choice dropdown fields: Industry Sector and Level of Experience
ID Status: Candidate
Contact: Joe Smith
Address in standard address fields
Industry: Manufacturing; Engineering
Level of Experience: Chairman; CEO
ID Status: Client
Contact: Mary Jones
Job Title: MD
Company: Brooks Weavers (which may or may not be linked to COMPANIES)
Address in the standard address fields.
The Industry Sector and Level of Experience are blank as she isn’t a candidate.
Companies Layout: has only one multiple-choice drop down field: industry sector
ID Status: Prospect
Company: Williams Ltd
Industry: Manufacturing; Electronics
Note: We do not want the Companies Industry field to be linked with the Contacts Industry Field
Often I need to create a lookup based on various fields from both Contacts and Companies
Example of desired advanced query (sans brackets!)
CONTACTS Level of Experience contains “Chairman” AND
CONTACTS Industry Contains “Manufacturing” OR
CONTACTS Industry Contains “Engineering” AND
COMPANIES Industry contains “Manufacturing”
At present I have to do two separate lookups and export to Excel.
Any suggestions please or recommendations for add-ins or third-party software?
It would also be nice to be able to link Companies and Groups – but that is another post.
02-15-2011 11:16 AM
ACT! does not have the capability of looking across both Company and Contact entities to run an Advanced Query.
In my view this is an important addition that ACT! needs and others in the community have similar needs to yours.
I suggest that you post a request in the 'Share Your Ideas' section to add to those who need this functionality. We are told that posting here does get the attention of Sage staff who influence new product feature decisions.
02-16-2011 08:01 AM
02-23-2011 07:52 AM - edited 02-23-2011 08:33 AM
For Staffing and Recruiting Talent Management, it's not that difficult to get what you want.
If the info you need is all in the Contact side of ACT!. No need to search/query the Company side at all.
You may need to add a few fields and apply them to your Contact layout.
Build/Save your Custom Queries and add them to your Custom Commands to get powerclick control.
I also sell a act! for recruiters add-on(Fill Staff).
Cheers - FSB
02-23-2011 01:06 PM
For what it's worth I believe that TopLine Dash does this as well as Impact by Durkin Computing.
There may be others but those are off the top of my head, a complete list of addon solutions can be found here.