you schedule activities with multiple contacts and view those appointments on
the Sage ACT! calendar, you’re able
to see that the activity is scheduled with multiple contacts, but not
necessarily every contact. If you need to reschedule the meeting or send an
agenda to all participants via e-mail, you’ll probably want to quickly look
them up. This week’s tip shows you how!
Look up Contacts from an Activity:
From any Calendar view, you can hover over an activity
and view an abbreviated list of contacts associated with that activity.
1. To perform a lookup of all contacts associated
with the activity, right click the activity and select Create Lookup
NOTE: With the activity selected, you may also select
the Create Lookup button on the
Calendar View toolbar to lookup contacts the activity is scheduled with.
2. The contacts are displayed in the Contact List:
3. To e-mail the contacts, first select them by
clicking the Tag All button on
the Contact List toolbar.
4. Click the Write
menu, and then choose E-mail
message and compose your message in your e-mail program!
TIP: With multiple contacts selected, you may also
right-click any of them to perform other actions such as scheduling another
follow up meeting, call or to-do among other tasks!