08-23-2017 12:45 PM
This has to be easy but I can't find it and it hasn't turned up in my help searches.
Every morning I look up who I want to call today so I do a search "on or before" whatever today's date is.
I'd like to save this search once using "on or before "TODAY" and just recall it every morning. What is the today command. I know there is one because it's used in history.
WHAT'S THE "TODAY COMMAND" ugh!!! I has to be obvious but I've tried everything I can think of but I can't get it to work.
Help!!! and thanks!!
08-24-2017 07:19 AM
I believe what you would need is to create an advanced query for the lookup you would like to use, then create a custom command on your Toolbar.
I have included articles which should guide on creating this.
There is no command built into act and believe when you mention the history 'Today' you are referring to the filters you can apply?
08-24-2017 07:31 AM
First thanks for your help but I know how to do an advanced query... that's not my question.
I wasn't clear...
There has to be a "today" criteria it's used in the history lookup. You can select it from the menu.
Like Excel has the "now()" and Outlook has the "Today" command Act has to have is same ability.
I want to save a find all my today accounts WITHOUT having to change the date EVERY 24 hours.
Again thanks for your help
08-24-2017 07:53 AM
.Horn is correct, if you follow his instructions you will achieve what you are trying to do.
Start by doing the lookup on or before today and then select Go to advance Query option. Now save it and then make available as Horn has explained using a custom command and adding into the Toolbar.
08-24-2017 08:17 AM
08-24-2017 09:32 AM
Hi and welcome back to ACT.
Before I answer can I make sure I understand what you want to look up so I don't give the wrong answer.
Is it a date field that you are searching on or is it an Activity that you have created?
08-24-2017 10:00 AM
08-24-2017 11:30 AM
Will answer your question tomorrow but can I ask why you are not using the Activity feature and putting in a call date? You can then set ACT to automatically roll over any un-actioned calls to today every time you open ACT. It also keeps a history of your calls you make against the contact.
25 years ago I took over a sales team at short notice and had to produce a board report. Got bits of random paper when I asked the team for their sales forecasts. Was introduced to ACT and, like you, never looked back. Went on to help with ACT development when Symantec owned it. Now support over 1000 ACT users in the UK.
08-24-2017 12:03 PM
08-25-2017 01:40 AM
Re your item Copying contact details
Open ACT in Contact View on desired record
Use CTRL and C buttons and hold them for 2 seconds.
Now use CTRL V to paste contact details to Word etc.
Simplest way to Do a Before or on Today Lookup on Date field -
Open in Contact View Mode
Right click in desired date field and select Lookup
Change Operator to On or Before
Value = Today
Today should be an option in Value and normally is the default value for a date field. (Silly question but your new fields are date fields?)