When information appears to be missing from Act CRM, it is often still in the database. A lookup, filter, or view may simply be preventing you from seeing it.
Do Not Panic When Data Disappears
This tutorial demonstrates two quick ways to locate information that seems to have vanished. Before assuming that contacts or other records were deleted, check the lookup you are viewing and clear any filters that may be limiting the displayed results.
Understanding how Act displays selected groups of records can save time and prevent unnecessary worry. In many cases, the database is fine—you are simply looking at a smaller set of data.
Key Takeaways
- Missing information may be hidden by the current lookup or filter.
- Clear the lookup and return to an all-contacts view.
- Confirm what Act is displaying before assuming data was deleted.
Need Help Finding or Organizing Your Act Data?
Schedule a free one-hour Act CRM training and consulting session. I can help you locate your information, review your database, and make Act easier to use.