06-04-2008 05:48 PM
I have purchased ACT 10.0 , how do I sort my contact list by building and room number in ascending order? I walk down the hall of a particular building and would like to have all my customers appear in act management one after the other as the room numbers increase. I was told this was possible by my act sales representative but was unable for anyone in customer service to tell me how to accomplish this task.
06-04-2008 07:16 PM
you could add 2 fields. one called building and the other is room number. then you can sort your contact list view by building and room number.
As you entera building, you can do a lookup of the field building and then sort those by room number in your contact list.