How to Use ACT! Groups
as a Company Table

Even before ACT! 7.0


 

You can use the Group view as a Company feature just fine, using earlier versions of ACT! such as versions 5.0 through 6.0

The Group feature already includes fields for names and addresses of companies, plus number of employees, stock ticker, and annual revenue.  So it makes a great company table. 

The problem is, it may be mixed in with Groups such as Clients, Prospects, or Friends.   It is difficult to see which is which, when they are combined together.

Here is a simple Macro you can make to differentiate between the two, with a click of the mouse.  We will use a simple rule:

Companies have a City, and Groups do not

Step 1.  Create a Lookup for Blank Cities, and another one for Non-Blank Cities.

Lookup

    By Example

        Put an * asterisk in the City field

            Switch to Advanced mode

                Notice that the Query is where the City <<>> is not blank

                    Save this Query as CityNotBlank.QRY

Lookup

    By Example

        Put an * asterisk in the City field

            Switch to Advanced mode

                Notice that the Query is where the City <<>> is not blank

                    Put in the word NOT so it reads  City != << >>

                        Save this Query as CityBlank.QRY

Make a macro for the Blank City Lookup

 

Make a macro for the NonBlank City Lookup

 

Put the Buttons on the Tool Bar

 

Now you can click on one to see the Groups, and the other to see the Companies

 


ACTGroups.com

 

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