ACT! Tips and Tricks - October, 2002

Removing data from an ACT! Field for a number of contacts or for the entire Database.

To remove the information in an ACT! field you use ACT!'s Edit, Replace command.

1. Select Lookup, All Contacts.  To remove data for a specific group or look-up, Select Lookup, and the Contacts that you want to work with. 

2. Select Edit, Replace, and the Replace window opens.

3. Place your cursor in the field whose information you want to remove.

4. Press Ctrl+F5. ACT! inserts the blank <<BLANK>> command in the field.

5. Select Replace, Apply and ACT! removes the information in the selected field in each record.

How do you get ACT! to automatically roll-over  activities from one day to the next? You're tired of having to view all "past" activities from within the Task List window.

Select the Auto Roll Over option by first selecting Edit, Preferences and then clicking the Scheduling tab. These preferences are individually for Calls, Meetings, and To-dos.

We recommend that you roll over your Calls and To-dos. Meetings should not be rolled over.

Want to find all records in your database with an E-mail address?

1. Lookup, E-mail Address...

2. In the Search for area, click on the Non-empty field option (available for any field you are looking up).

3. OK

 

The Empty field option is also a good one to help find records that are missing other pieces of data.