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Sage ACT! Pro 2012 Agent Search

New Member
Posts: 2
Country: USA

Sage ACT! Pro 2012 Agent Search

I need to compile a list of just the agents that sell through us. There are about 700 of them out of 8000 entries. How do I look-up just the agents? I keep getting results for all 8000 entries.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Sage ACT! Pro 2012 Agent Search

New Member
Posts: 2
Country: USA

Re: Sage ACT! Pro 2012 Agent Search

Yes, there is a field in ACT!

From left to right the fields read: "Company" "Address" "Agent Mailing"

 

So that when the client is and Agent there is a check in the "Agent Mailing" box.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Sage ACT! Pro 2012 Agent Search