To make it easier and faster to enter Opportunities, I would like the ability to enter ONE Opportunity for a Lookup set of Contacts and have Act create a separate Opportunity for each contact in the Lookup. These Opportunities would be totally independent of each other. This would save an incredible amount of data entry time and what a way to get sales forecasting started!

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

Allied Financial Software, Inc.

In the left nav plane, the default lookup is "Contact"; however, it would be great to allow the user to define the default category to lookup. I rarely search by contact name, but by company, so this lookup doesn't save me time as it's the same amount of clicks to search for a company via the menu as it is to change the dropdown list in the nav plane.

Doing a right-click in a field is a quick way to do a lookup based on that field. It would be neat if the lookup was, by default, populated with the value in the field you just clicked in.

 

Quite often I find I'm looking for contacts which are the same. For example, if I'm on a Contact record for someone who works at Sage, I will often be looking for other contacts who also work for Sage, so if I right-click in the Company field which is populated with the name "Sage" the default lookup would be Lookup Company Contains Sage.

 

All helps to speed things up!

 

Jeff