- 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
As you delve deeper and deeper into ACT! you'll realize just how powerful—and intuitive—a program it is. And, as you master one function you'll start to see how it can be used in conjunction with other ACT! functions. A case in point is combining the power of a Group with the functionality of a Lookup. Creating a Lookup is one of the first functions that a lot of new ACT! users master. But you may not realize how easy it is to populate an existing Group with the results of a Lookup.
In order to take advantage of this recipe you'll need to already have a Group in mind to which you want to add additional Contact records.
- Create a Lookup of Contact records.
- Click the Tag All button at the top of the Contact List.
- Right-click in the middle of the Contact List view and choose Add Contacts to Groups from the contextual menu. The Add Selected Contacts to Group dialog window like the one you see in the following figure opens:
- Select the Group(s) to which you would like to add the current Lookup from the left pane and then click the single right-pointing arrow to move it to the right pane.
- Click OK to close the Add Selected Contacts to Group dialog window.
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