|How do I create a lookup of contacts based on the activities that I have scheduled with them?
Follow these steps:
- Choose the View Menu, and click Task List. The Task List view appears.
- Choose the View Menu, and click Filter Task List. The Filter Activities dialog box appears.
- Set the filters to display the activities you want to view. You can filter on date, type, priority and more to get just the activities you want to see.
- Then right-click in the window, and on the shortcut menu click Create Lookup. ACT! creates a lookup based on the contacts listed in the Task List view and returns to the Contacts view.
Allied Financial Software, Inc.
20th of January, 2009
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