However you do it, you need to be able to access groups of contact records, and often multiple criteria are necessary.
Maybe you are a realtor and you want everyone in San Francisco (city field) that is seeking a 3 Bedroom (in your Bedroom field). You can lookup by City... You can lookup by Bedrooms...
Maybe you are a recruiter and you want everyone in San Francisco (city field) that is a Job Seeker (in your ID/Status field). You can lookup by City... You can lookup by ID/Status...
But I often meet people who don't know how to isolate someone who matches both fields. And sadly, I meet people who make it more difficult than it needs to be!
* Groups are great. But did you set those up?
* LookUp by Example is one of my personal favorites. But while it works in some situations, it does not work so well in others.
Here's a quick method (using the recruiter example above):
1. Pick one of those Fields (in this example, I will lookup by City, then sort out ID/Status) and Right Click
2. Choose Lookup City
3. Type in the criteria (in this example, "San Francisco")
Assuming you have more than one contact in San Francisco, the contacts will appear in List View. If you do not have your ID/Status field appearing in the list, use the Options button to add it.
Now Sort by ID/Status by clicking your mouse on the column header ID/Status. When you have sorted by this, you will see a small "arrow" like this that I have circled in red (I do hope the :
This alphabetizes the selected column, allowing you to select the top record that meets your criteria (Job Seeker), hold down your keyboard shift key, and also select the bottom record matching your criteria.
While all the appropriate records are hi-lighted, click on the "Lookup Selected" button... And there you have it!
And please keep in mind that it's my goal to keep these things simple for you, keeping your time free for what you do best! If you have questions or problems, please call or e-mail me. I am available for customized, hands-on training and I specialize in helping small businesses leverage ACT! to help business grow!