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Save a lookup and create a button with it.

Copper Super Contributor
Posts: 125
Country: USA

Save a lookup and create a button with it.

I have a lookup I like, can I Save it and create a button, to acess it faster?

 

Thanks

Act 2010 v. 12.0.1.181 hotfix 1. -Windows 7
Silver Contributor
Posts: 1,813
Country: USA

Re: Save a lookup and create a button with it.

You can make and advanced Query, Save it, then then add ths to the tool bar by making a custom command for it.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Silver Contributor
Posts: 1,813
Country: USA

Re: Save a lookup and create a button with it.

[ Edited ]

Ok that seemed like a really great question.   I recorded instructions via video here.

 

http://www.acttrainer.com/create-a-custom-lookup-and-add-to-a-toolbar/

 

 

 

 

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Copper Super Contributor
Posts: 125
Country: USA

Re: Save a lookup and create a button with it.


jonmklub wrote:

Ok that seemed like a really great question.   I recorded instructions via video here.

 

http://www.acttrainer.com/create-a-custom-lookup-and-add-to-a-toolbar/

 

 

 

 


That is my lucky day. Thanks that is what I was looking for great video. Except that I need to create a lookup from oportunity first (open oportunity - click create lookup from oportunity). So I am not sure if it's possible.

Act 2010 v. 12.0.1.181 hotfix 1. -Windows 7
Silver Contributor
Posts: 1,813
Country: USA

Re: Save a lookup and create a button with it.

No, sorry this method does not work with opportunity advanced queries. Seems like it should, but this would be a feature request.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider