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Setting Search Category

New Member
Posts: 6
Country: USA

Setting Search Category

When using the search function to find people in my data base I am usually looking for a Last Name.  I would like to know how to set the search for Last Name only...and not have to reset it each time I use it.  My search always starts with Company and I end up wasting time scrolling down to Last Name.  Thanks.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Setting Search Category

Hello Capcat01,
Welcome to the Sage ACT! Online Community!

I believe you are referring to the Contact List screen ('scrolling down'). To enable the search by last name, click on the column heading 'Contact'. This will sort the list by contact name (last name, then first name).
Once the Contact column has been selected, the 'Look For' field will search that field.
Greg Martin
Sage
New Member
Posts: 6
Country: USA

Re: Setting Search Category

HI...I appreciate your quick response.   But I have ACT Pro and it gives me a toolbar with; new, meeting, call, etc, and search.

When I hit search a lookup box appears with: field - composed of three variable entries.  I want to set the first entry to Last Name permanently...

 

It always shows Company and I have to scroll down to Last Name...irritating...

 

Let me know if you have an answer on this.

 

Thanks Again

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Setting Search Category

The Search on the right at the top is a Universal Search
Or do you mean the one on the left? If so, what build of ACT! from help | about?
Or is it a different one?
New Member
Posts: 6
Country: USA

Re: Setting Search Category

Its the one with the magnifying glass...

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Setting Search Category

New Member
Posts: 6
Country: USA

Re: Setting Search Category

OK...so just to be clear... you are suggesting that there is NO WAY to change the search lookup field to Last Name without downloading a patch.

 

OK...Thanks

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Setting Search Category

Actually, I just realised which Lookup you meant ... the one on the small toolbar, right?

If so - Tools | Customise | Menus and Toolbars
Commands Tab - Lookup Category
Find "Last Name" Command
Drag onto the toolbar
New Member
Posts: 6
Country: USA

Re: Setting Search Category

Yeah...it doesnt work.  This weirds me out a little.  Seems like the programming is a little ridgid.  Has anyone else ever mentioned this issue?  So who do I call now?

 

Thanks for trying.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Setting Search Category