Introduction: Welcome back to 365 ACT Tips! In today’s tutorial, we will explore how to make the most of ACT’s lookup feature by utilizing the “More Options” setting. By understanding and leveraging this simple yet powerful tool, you can enhance your data search capabilities and streamline your workflow. Let’s dive in and uncover the hidden potential of ACT lookup.

1. Right-Click Lookup: A Quick Recap Before we delve into the “More Options” setting, let’s quickly recap the right-click lookup feature we covered in a previous tutorial. In ACT CRM, you can right-click on any field to perform a quick lookup and find relevant records based on your search criteria. This time-saving shortcut simplifies data retrieval within your database.

2. Doing a Simple Lookup on Address Field To illustrate the power of ACT’s lookup, let’s start by performing a simple lookup on the “Address” field. By right-clicking on the field and selecting “Lookup Address 1,” we can search for any addresses that start with the number “1.” This feature is particularly helpful when you need to narrow down your search to specific data points quickly.

3. Leveraging the “Show More Options” Setting Next, we will explore the “More Options” setting to take our lookup capabilities to the next level. When right-clicking on a field, look for the “Show More Options” drop-down arrow. By clicking on it, a range of additional search options becomes available, providing greater flexibility and control over your lookup.

4. Expanding Your Lookup Criteria With the “More Options” setting, you can:

   • Search for contacts, companies, or groups related to the selected field.
   • Replace the previous lookup criteria with the new one.
   • Add to the existing lookup to refine your search.
   • Narrow down the lookup results based on multiple criteria.

5. Maximizing Efficiency and Accuracy By taking full advantage of the “More Options” setting, you can save time and avoid repetitive searches. Whether you need to find specific contacts within a particular city or companies associated with a particular address, this feature allows you to tailor your lookup with precision.

Conclusion: In this tutorial, we’ve discovered how to harness the power of ACT’s lookup feature by leveraging the “More Options” setting. By right-clicking on a field and exploring the expanded search options, you can efficiently retrieve the data you need, enhance your workflow, and make the most of your ACT CRM experience. Stay tuned for more ACT tips and tricks to optimize your productivity.