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 ACT Import - Advanced Search
 
okoudy
11 posts
www.promero.com
Joined
3/15/2007

ACT Import - Advanced Search
Posted: 15 Mar 07 10:11 AM
 I imported my data from ACT to SPCRM. I want to be able to search on nearly any field.....   But specifically the following:

I prefer to do "contact" searches and contact views.
  1. Industry (note: this field is only available in the Account view, but I'd like it to be in the Contact view)
  2. Type (note: this field is only available in the Account view, but I'd like it to be in the Contact view)
  3. ID / Status (note:  this "ID / Status" is something that was imported from my previous database -- ACT!.   I used it alot.    I want it to be viewed from the contact view and searchable.    I will make it a drop down menu and I'll populate the box with the choices......    I was hoping that was going to happen on the import.....but I guess not.    Note #2 - the ID/ Status only shows up when I "edit" the account view.    I'd like it to be viewed always and in the contact view.)

Thanks,

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