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 an Annual Event lookup/search


In ACT! there are two types of date fields: a Date field and an Annual Event Date field. A date field is year specific; for example you may need to find all contacts whose support plans expire at the end of the year 2012. An Annual Event field, however, is based on only the month; for example, you might want to find all contacts with birthdays or anniversaries in the month of January regardless of the year.

You search for a contact by date field using the basic lookup that was covered in the Performing a basic lookup recipe at the beginning of this chapter. However, because searching by Annual Event means that you are searching by only part of a field, you have to use a more specific search.

Getting ready

You'll need to have created at least one Annual Event field in order to follow this recipe.

How to do it...

  1. 1. From the Contacts Detail or List views, click the Lookup menu and select Annual Events…

  2. 2. Select an annual event from the Search for drop-down...