Quickly Finding Your Audience

Whenbuilding your ACT! database, it is very important to categorize yourrelationships as they are entered into ACT!. When designing your database – begin with the end in mind. If you need to quickly find your customers tosend a newsletter or new product announcement, make sure you categorize them asyou enter their information into ACT!. The built-in ID/Status field is a great place to keep thisinformation. You can modify the dropdown choices by clicking the “Edit List Values” box at the bottom of the dropdown box to add, modify, or delete the out-of-the-box options.

Depending on your organization, you may need to addadditional custom fields to your database. For instance, if you serve multiple industries and would like to sendtargeted marketing pieces, you should add an Industry field to your databasewith an associated drop down list of appropriate choices. A user with a security level of Administratoror Manager can click Tools | Define Fields to add, modify, or delete ACT!fields.

Nowthat your ACT! contacts are categorized, you can quickly locate them by usingthe powerful ACT! lookup feature. Forinstance, clicking Lookup | ID/Status will bring up the ACT! lookup dialogbox. Simply type the appropriatecategory (Customer) and click OK to locate all of your customers.