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If you haven't checked out the
Contact List view, now's the time to do so.
This spreadsheet-like view offers the ability to
work with multiple contacts in an easy-to-navigate
format.
Any ACT! 2006 users who have
upgraded from version 6.0 or older will quickly
notice that the Contact List view, by default, is no
longer listed on the view bar on the left side of
the ACT! interface. To launch the Contact List
view, you'll now click the Contacts button on the
view bar and then click the Contact List button on
the toolbar.
Click these links to learn more detailed information
about the the tips outlined in this issue:
As always, if you have any
questions about ACT!, please do not hesitate to get
in touch with me at 440-944-2281.
Best regards,
Michael Kadlub
mkadlub@crmcoaching.com
CRM Coaching
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CRM Coaching
ACT Certified Consultants
29023 Euclid Avenue
Cleveland, OH 44092
www.crmcoaching.com
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ACT! Premium for Web
2006 has been released. This new product
delivers anytime, anywhere access to centralized
data – enabling remote, traveling, or office-based
users to access information in real time through a
Web browser. Call 440-944-2281 to learn more.
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We
recommend that you purchase: |
 Managing
Contacts
with ACT! 2006
$24.99
$22.49
Click here to order.
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 The Contact List view will always show the
contacts in your current lookup. If you're
looking for a specific contact, you could
perform a lookup to find that contact. However,
you can also use the Quick Find feature within
the Contact List view to go to a particular
contact's record within the current lookup.
It's important to note that the Contact List
view always shows just the contacts in your
current lookup. If you perform a lookup of all
contacts in a specific state, you'll just see
those contacts in the Contact List view. If you
click Lookup | All Contacts, you'll be able to
see all contacts in the database. You may
need to do this before using the Quick Find
feature.
To quickly find a
contact in the Contact List view:
- Sort the Contact List view by any field
by clicking the column header for that
field.
- In the upper left corner of the Contact
List view, type a word into the Look for
field.
- ACT! will take you directly to the
contacts that have the word in the field
that you clicked in Step 1.
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 The real power of the Contact List view lies
in its customizability. You can re-sort the
columns, change the length of columns, add
columns to the list, and remove the columns when
you don't need them anymore. These features let
you build a Contact List view that shows just
the specific information you require.
By default, ACT! shows the main contact
fields in the Contact List view. If you've added
extra fields to your database, or if you use any
of the fields that aren't shown on the Contact
List view, you may want to add these additional
fields to the Contact List.
To add columns in
the contact List view:
- In the upper-right corner of the Contact
List view, locate the Options drop-down.
Click this option's drop-down and select the
Customize Columns option. The Customize
Columns dialog box will appear.
- On the left side of the dialog box,
you'll see a list of fields that are in the
database but aren't currently showing in the
Contact List view. Highlight any field and
click the > button to add it to the list.
- Click OK.
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If you've performed a lookup to refine the
contacts that show in the Contact List view, and
if you've customized the columns that show for
each contact, you might want to export the
on-screen data in the Contact List view to
Microsoft Excel. In ACT! 2006, you can do this
with a single click. After clicking the Export
to Excel button in the Contact List view, ACT!
will export all of the information currently
showing in the Contact List view to an Excel
spreadsheet.
If you use an outside mail service to send
letters or postcards to your customers, you can
use the Excel integration as an easy way to send
your contacts' address information to the mail
house. Just customize the columns that show in
the Contact List view, perform a lookup of the
mailer recipients, and click the Excel button to
create a spreadsheet that you can send to the
mail service.
To export the
contents of the Contact List view to Excel:
- Click View | Contact List to launch the
Contact List view.
- Perform a lookup of the contacts that
you'd like to export to Excel.
- If needed, customize the columns that
show in the Contact List view (see the
previous task in this chapter).
- Click the Export to Excel icon on the
toolbar (or click Tools | Export to Excel).
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