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Archive for the ‘Lookup’ tag

Wildcard searching Lookups

I often find I want to find someone or a company in ACT!, however I can only remember part of their name – wildcard searching to the rescue.
If I do a company lookup for “outback“, I only get returned a list of companies that begin with “outback“.
However, if I do a company lookup for “%outback” - note the percent sign prefixing the search term, I get a list of all companies that contain the word “outback“.
This is quite useful and can be used on any of the fields, not just the company field.
[Cross posted to Select CRM]

Written by Ben Hamilton

December 11th, 2008 at 2:22 pm

Posted in ACT!,How to

Tagged with , , ,