Make lookups easier in ACT! by adding a multi-lookup feature in place of the standard menu choices.You can simplify the Lookup menu by adding a dialog box that shows various fields for the lookup on one screen.For example, choose Lookup and a dialog box shows with all of the standard fields that are currently listed on the menu! (see attached)This dialog would allow several user selectable fields that are "sticky' and would be available the next time a lookup is generated.
This would allow the user to lookup John Smith (I have 18 in my database) who lives in Atlanta and is a Customer.
Right now, we have to either lookup Smith or John or remember how we entered his contact name, ie. Mr. John V. Smith. After I lookup Smith, I have to create another search and Narrow the lookup or scan through all 375 Smiths in my database to view the John Smith that are Customers. This is time consuming. Alternately, I can do an advanced lookup but this is more tedious. We need it simple for everyday lookups.
See the attached image I recreated from an older add-on that used to handle this nicely.ALSO, some fields like Phones, Emails and Addresses should DEFAULT to a Lookup > Any Field. If we have to lookup a phone or email, we don’t care if the data is in the defaulted fields or not. We just want to know who the phone or email belongs to. This can also be addressed with the Multi-Lookup feature also.Thanks,Scott Abboud