- Sage ACT! 2012 Cookbook
- Sage ACT! 2012 Cookbook
- Credits
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Working with the Welcome Page and Navigation Bar
- 2. Jotting Down your Notes Using Scratchpad
- 3. Using Queries to Find Data
- 4. Relating Contact Records
- 5. Integrating Contact Information with Websites
- 6. Grouping your Contacts
- 7. Working with Companies
- Introduction
- Learning about Company views
- Creating Companies from the Companies Detail view
- Creating a Company from a Contact record
- Adding a Division to a Company
- Deleting a Company
- Linking Contact and Company Records
- Adding a Contact to a Company
- Working with a Company Record
- Linking Company and Contact Fields
- Creating a Lookup of Company Contacts
- 8. Creating Golden Opportunities
- 9. Integrating with Microsoft Outlook
- Introduction
- Setting up Outlook as your ACT! e-mail client
- Sending an Outlook message to a single contact
- Sending an Outlook message to multiple contacts
- Sending an e-mail to an ACT! contact in Outlook
- Linking incoming Outlook e-mail to ACT!
- Creating a new ACT! contact from Outlook
- Synchronizing your ACT! calendar to Outlook
- Synchronizing your ACT! contacts to Outlook
- 10. Integrating with Google
- 11. Performing Routine Maintenance
- 12. Creating an E-marketing Campaign
- Introduction
- Adding your E-marketing account
- Moving a template to the local library
- Editing a local template
- Importing an existing HTML template
- Sending an E-marketing pieces
- Updating ACT! with E-marketing history
- Analyzing an E-marketing campaign
- Creating a Lookup of your Campaign Results
- Creating a survey
- Creating a web form
- 13. Working Smarter with Smart Tasks
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.
- Click the Companies icon on the Navigation bar to access the Dashboard view.
- Right-click the name of the Company from the Company List.
- Chose Create Lookup from the contextual menu.
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.
Whether you work in the Contact Detail or List view is purely a matter of preference. If you prefer examining your Contacts in full detail you can do so by simply clicking the Detail View button on the left side of the Contact List's icon bar.
Whether you work in the Company Detail or List view is also a matter of preference. Most ACT! users prefer the Company Detail view because it allows you to see all the pertinent information about a Company in one place. However, if you prefer working in the Company List view you can still follow the steps above to create a Lookup of your Company Contacts.
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