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Lookup ANY Address/Phone/Email

 
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Daniel Graves
Expert Poster

Act! 11.x/2009

Joined: August 1st, 2007
Posts: 43

PostPosted: Tue Mar 9, 2010 5:37 PM    Post Subject: Lookup ANY Address/Phone/Email Reply with quote

This feature has been in ACT since ~2005, but always slightly hidden. While in the Contact Detail or Contact List view, pull down the Lookup Menu and select Other Fields. In the fields dropdown, there are several criteria beginning with "ANY" (these Criteria are even more accessible now in 2010 "Lookup" area on the left margin).

Here's the feature: ACT allows you to store multiple postal addresses, multiple phone numbers, multiple email address for any one Contact. The "Lookup Any" feature allows you to find any Contact that contains that address/email/phone info. Example: You get a phone call from phone number 310-123-1234. To see if that Contact exists in your database, select ANY Phone and plug in 310-123-1234, and ACT will search the Phone, Alt Phone, Home Phone, Mobile Phone, etc fields looking for a match.
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