Introduction: In this tutorial, Tony Holowitz introduces the free Multi-Search Tool from Keystroke, designed to streamline data lookup and retrieval between Excel and Act. While it may seem confusing at first, Tony demonstrates step-by-step how to set up and utilize the tool effectively. By configuring fields and matching data, users can effortlessly find information from an Excel spreadsheet in Act, enhancing efficiency and accuracy.
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Installing the Multi-Search Tool: To begin, users can download and install the Multi-Search Tool from Keystroke. Once installed, Tony explains that setting up the tool may require additional configuration based on the data to be searched and retrieved.
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Setting Up Fields for Lookup: To perform a lookup, users need to set up a specific field for the search. In this example, Tony wants to look up company names. He accesses the Multi-Search Tool and clicks on “Manage.” Next, he selects “Add New” and names the field “Company.” In the “Type” dropdown, he chooses “Contact” since the company information is stored in the contact area of Act.
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Matching Data from Excel to Act: With the company field set up, Tony proceeds to perform the lookup. He copies the company names from the Excel spreadsheet and pastes them into the Multi-Search Tool. The tool then automatically matches the data with corresponding entries in Act’s contact area, providing a list of found companies.
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Exploring Other Lookup Options: Tony suggests that users can customize the Multi-Search Tool to perform lookups for various fields like phone numbers, email addresses, and more. By setting up additional fields and configuring the search parameters, users can efficiently retrieve information from Excel and Act.
Conclusion: The Multi-Search Tool from Keystroke offers a powerful yet free solution for simplifying data lookup between Excel and Act. By setting up specific fields and matching data, users can seamlessly find and retrieve information, saving time and reducing manual data entry errors. With this handy tool, users can efficiently manage their Act database and make use of data from external sources like Excel without hassle. Empower your Act experience with the Multi-Search Tool and enjoy the benefits of streamlined data retrieval and enhanced productivity.