Book Image

Sage ACT! 2012 Cookbook

By : Karen Fredricks
Book Image

Sage ACT! 2012 Cookbook

By: Karen Fredricks

Overview of this book

<p>Sage ACT! is a top-selling CRM application that helps&nbsp; businesses to organize contact information, calendars and notes, and ultimately maximize contact relationships in one centralized database to optimize business efficiency and profitability. Recent versions have included the addition of powerful new CRM tools designed to increase the productivity of your business and its sales force.</p> <p>This cookbook is full of immediately applicable recipes covering ACT! 2012, with a particular emphasis on advanced features in the new release. Many recipes will be relevant to users of ACT! who have not upgraded since 2009, 2010, or 2011&nbsp; as many advanced features originate from these releases. The content will familiarize you with the new Start Up options and a new design to better navigate the product. You will also learn to use ACT!'s E-Marketing and Opportunity features so that you will be able to easily build your business and keep track of your profits.</p> <p>This practical cookbook provides numerous recipes that will take you from being an ACT! novice to a CRM pro in no time, as you learn to utilize all of the advanced functionality of ACT! 2012 added in the most recent ACT! versions.</p> <p>The recipes begin by covering the most basic elements of opening an ACT! database, and advance to include several recipes that will guide you through powerful CRM functionality including creating E-Marketing Campaigns and sending them off to specific segments of your database. If you have information in your ACT! database, you need to be able to use it quickly and logically&mdash;this book will help you do just that.</p>
Table of Contents (19 chapters)
Sage ACT! 2012 Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface

Creating a Lookup of Company Contacts


The Company Detail window includes the Contacts tab which is an easy way to view all the Contacts that belong to a Company. And, as is the case with all of ACT!'s lists and tabs, you can change the sort order, add or remove columns, filter the information, and print the list. However, there might be times when you want to view your Company Contacts in full detail. If that's the case, it's easy to create a Lookup of the Company Contacts.

How to do it...

  1. 1. Click the Companies icon on the Navigation bar to access the Dashboard view.

  2. 2. Right-click the name of the Company from the Company List.

  3. 3. Chose Create Lookup from the contextual menu.

How it works...

The Contact List will open, displaying a list of all of the Company Contacts. If the Company only contains a single Contact then the Contact Detail window will open.

There's more...

Whether you work in the Contact Detail or List view is purely a matter of preference. If you prefer examining your Contacts in...