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To search for
Contact Activity
1.
Lookup |
Contact Activity
2.
This will open the Contact Activity dialog box
to allow you to select what you would like to search for.
You have the options to search for Modified/Not
Modified, Any Date Range, and the options
to search in one or more of the following: Contact
fields, Sales/Opportunities, E-Mail addresses, Notes,
Activities, and Histories.
3. You can choose which history types you would like to
search for by clicking the Histories check box,
and then the Select Types... button.
4. Once you click the Find Now button, ACT!
will process your search and generate the contacts based upon
your criteria in the Contact List.
As always, if
you should have any questions regarding this Tip, or anything
else involving ACT!, please call the ACT! Specialists of
CRM
Coaching at 440-944-ACT1.
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