Fast Tips for Sage ACT!
Getting More Out of Mobile Search
Every Friday, I write a quick how-to for customers to help you get started with new or enhanced features and learn to use Sage ACT! more efficiently. You can read these short lessons, called "Fast Tips" on Fridays in the Sage ACT! Journal.
This month, we are all preparing for the launch of Sage ACT! 2013, and one of the most exciting features to be included with your installation of Sage ACT! Premium (access via web) is Sage ACT! Premium Mobile.1 If you have been reading the rest of this newsletter, you're already familiar with the capabilities of this product and what to expect in the upcoming release. Continuing the mobility theme, I'm providing some quick tips on how to search your Sage ACT! database from the mobile client.
Finding Data Using Mobile Search:
There are two primary types of searches you can perform in the Sage ACT! Premium Mobile client: a search of all records, or a targeted search within the context of a specific view.
Searching All Records:
From the Home screen, tap in the Search box at the top of the page.
Enter the text string to search. Sage ACT! Premium Mobile Search lets you enter more than just a contact's name. You can also enter a term or text that might be in any contact field, activity, note, history, or attachment.
Results will include Contacts, Activities, Notes, and History data that you have permission to access. Tap any item in the list of results to go to that item.
Note: To view an attachment, your device must support opening and viewing documents. You may have to download a mobile document viewer app.
Targeting Your Search:
When you select a view, such as Contacts, or the Notes screen within the details of a contact, you can execute a targeted search within the selected context.
From the Home screen, tap Contacts.
Tap in the Search box at the top of the Contacts screen and enter text to search Contact fields across all accessible contacts. For example, you can type an area code, part of a company name, or contact name to display matching contacts.
From the Contacts screen, tap a contact whose records you want to search.
Scroll to Related Items, tap Notes or Histories.
Tap in the Search box at the top of the screen, and enter text to search for matching data within the Notes/Histories of that contact.
1 Sage ACT! Premium Mobile requires setup and configuration of Sage ACT! Premium (access via web). Data access available through active Internet connection from supported device browsers. Review Sage ACT! system requirements at www.ACT.com/SystReq. You are responsible for all data-related charges to your device.
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