This is about the lookup dialog windows (Contacts, opportunity, etc), specifically the bottom left quadrant, where you can select from:
Add to Lookup
Could you please add:
Exclude from Lookup
"Replace" is a brand new search
"Narrow" is a boolean AND
"Add to" is a boolean OR
"Exclude from" would add a boolean NOT.
If possible can the lookup alway's contain Add to after a Create Lookup from Company and Group detail tables, and any other possible lookup combo.
This is a GREAT Idea!
We do monthly queries to set up personalized Fax broadcasts. Each contact may receive one of 4 faxes (for different divisions/products), or none at all.
Using a trick learned from Reader's Digest marketing department, we create a field for each month - and then populate that field based on numerous queries. It's not uncommon for us to have to run 20 to 30 queries (each followed by a "Replace" against this month's field)
In short - this recommendation would save us a ton of time, and many many queries!
I think this is similar to something I've been wanting for a long time.
I want to be able to do a Lookup of a group, then add an additional group's contacts to the lookup. Maybe add two or three groups to the lookup. Then I want to remove contacts that are members of another group so they are excluded from the lookup.
That would use ADD and NOT functions. REALLY very useful and something I would use all the time and the possibilities with this functionality and groups is quite vast.
Great idea, very useful
New company in charge I hope this can be added to ACT!
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