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Why is there no search bar for searching for contacts?

Copper Super Contributor
Posts: 63
Country: United States

Why is there no search bar for searching for contacts?

As a  new Act for Financial Professionals user, I am a little stumped by the lack of a prominent Search Bar to search for contacts.  Is there a way to add one as a preference item?  If not, what is the reasoning for not having a search bar?
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Why is there no search bar for searching for contacts?

Try right clicking on the contact (or any) field in the layout.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Super Contributor
Posts: 63
Country: United States

Re: Why is there no search bar for searching for contacts?

Thanks, that helps.  Guess I'll get use to it.  I am just used to search bars.
Copper Super Contributor
Posts: 63
Country: United States

Re: Why is there no search bar for searching for contacts?

May I just ask though, out of curiousity, why is there no default search bar option?  Wouldn't it make sense since this is a commonly used function?

 

And wouldn't it make navigating the Act software easier?

 

I am just trying to understand the designers reasoning on this.Smiley Happy

 

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Why is there no search bar for searching for contacts?

In my experience, programs that provide a search bar or field have very limited query capabilities, often only a string (keyword) search capability. The ACT! program provides a wealth of query types so that a search field would present the question of which field are you searching. In fact, if you check the contact list view there is a search field there but you need to click on the column title first to specify the field to search.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129