Introduction: Hello, I’m Tony Holowitz, and in this tutorial, I’ll be demonstrating Act’s Universal Search Box, a powerful tool that operates much like Google for Act. Unlike traditional lookups, where you need specific search criteria, the Universal Search Box allows you to find information across various fields, making it a valuable resource when you’re uncertain about what you’re looking for. Let’s explore the features of this search box and how it can simplify data retrieval in Act.

1. Understanding the Universal Search Box:

   • The Universal Search Box in Act is a versatile search tool located in the top right-hand corner of the screen.
   • It allows you to search for keywords or phrases across various fields in your Act database.

2. Utilizing the Universal Search Box:

   • To begin your search, simply type the keyword or phrase you’re looking for in the Universal Search Box and press “Go.”
   • A comprehensive list of results will appear, including contacts, notes, activities, and more, containing the specified keyword.

3. Narrowing Down Your Search:

   • If the search returns a large number of results, you can use the options on the right-hand side of the search box to refine your search:
     • Choose “Contacts,” “Notes,” or “Activities” to limit the search to specific categories.
     • Adjust the “Time” option to filter results based on a specific time frame, such as within the last week or month.

4. Efficiently Accessing Information:

   • Once you’ve identified the relevant result, click on it to access the detailed information directly.
   • For example, if you were searching for the keyword “test” and found “Test Note 1 – John Smith,” clicking on it would take you to the corresponding note.

5. Advantages of the Universal Search Box:

   • Flexibility: Unlike traditional lookups, the Universal Search Box allows you to find data without knowing the exact search criteria, making it ideal for finding information when you’re unsure about specific details.
   • Speed: The search box quickly retrieves results from various fields, saving you time and effort in data retrieval.
   • Versatility: You can search across contacts, notes, activities, and other fields with ease, providing a comprehensive view of relevant data.

Conclusion: Act’s Universal Search Box is a valuable feature that functions like a Google search for Act, enabling you to efficiently find information without the need for precise search criteria. It offers flexibility, speed, and versatility, making it a time-saving tool for managing your Act database. Next time you find yourself unsure about where specific information is located in Act, remember the Universal Search Box, and effortlessly access the data you need.

If you have any questions or need further assistance with Act, feel free to reach out to me. As an Act certified consultant, I’m here to support and guide you on optimizing your Act experience.