In the TABLE|IT tool bar there is the menu point Search to find entries of your tables.
The search for content of TABLE|IT tables does not work with the Act! search feature.
(1) Search over all records:
Enter your search parameters like described in the chapter Filter. You will see a preview of the data records that were found. With those records you can create an Act! lookup for contacts, companies, groups or opportunities:
You will now see a list of all of the contacts, for example, that contain the data that appeared in your preview:
´
(2) Show all records (time consuming!):
With this search you can not only include TABLE|IT records but also other Act! data records.
In the window that opens you click on Select additional fields.
In the window that opens you can select Act! fields that should be included in the search. After you ticked all of the fields you want click on Take selection.
In the overview you will see the new fields. Tick Load with related data and click on Refresh data to fill the empty spots.
Now the fields are filled and can be used for the sorting, for example.
You can change the order of the columns using drag & drop. There is the possibility to save the layout by clicking on Layout > Save Layout GridView in the tool bar of the current window:
With the Export-Print option you can export the data to an Excel file, for example.
(3) Searching for reporting:
At first you need to decide on the data records that should be included in the search:
Only data for the actual (=current) record
Only load data for the actual (=current) search
All data within the table
The data can be evaluated over a specific period of time (Date range from ... to ... ) when you have a table column with the data type date, for example. You can also select a field and limit the data displayed to those table entries that only include specific values you entered on the right.
Like with option (2) you can also include Act! fields by clicking on Select additional fields.
By clicking on Load data the information - according to your search criteria - will appear below. To take a look at the table that is related to a specific data record click on the square at the far left:
You can now create a report template with the data or export it.
