Introduction: In this tutorial, Tony Holowitz demonstrates the various methods of performing lookups in ACT Premium Cloud. A lookup allows users to efficiently search for specific information within the database. Tony outlines two common approaches to look up field information: using the Lookup option and navigating through the navigation bar. Understanding these methods will enable users to streamline their data search process and retrieve relevant information promptly.
1. Performing a Lookup Using the Lookup Option: Tony explains the traditional method of conducting a lookup using the Lookup option. By clicking on “Lookup” and selecting the desired field, users can easily search for specific information, such as first name, last name, or any other field available in ACT Premium Cloud. The Lookup option is a versatile tool for accessing data based on defined criteria.
2. Utilizing Other Fields for Lookups: Tony emphasizes the flexibility of ACT Premium Cloud’s lookup functionality by exploring the “Other Fields” option. When specific fields are not listed in the Lookup menu, users can easily access them by clicking on “Other Fields” and searching for the desired field name. This feature allows users to conduct lookups in any field within the database, expanding the scope of data retrieval.
3. Lookup via the Navigation Bar: Tony introduces an alternative method for lookups using the navigation bar on the left-hand side of the ACT Premium Cloud interface. Users can effortlessly navigate through the available fields by using the first letter of the field name. By typing the initial letter of the desired field, the system jumps to the first item alphabetically starting with that letter, expediting the lookup process.
4. Performing a Lookup: A Step-by-Step Guide: To illustrate the lookup process, Tony performs a sample lookup for “John” in the first name field. He demonstrates how to clear the previous search term and enter the desired search term before executing the lookup. The system promptly retrieves all records that match the search criteria, providing users with quick access to relevant data.
Conclusion: With Tony Holowitz’s comprehensive tutorial on lookups in ACT Premium Cloud, users can efficiently search for and retrieve specific information from their database. Whether using the Lookup option or the navigation bar, mastering the lookup process is essential for optimizing data search and organization. By familiarizing themselves with these lookup methods, users can enhance productivity and effectively harness the power of ACT Premium Cloud’s data management capabilities.