I haven't used ACT in about two years and am just catching up again after starting a new job. I'm looking for a way to enter data for multiple contacts simultaneously, and haven't been able to figure out how to do it. I'd like to know what's the best way to accomplish a specific task. We're using ACT 2000 (v.5).
We mail out promotional postcards once a month to our client and prospects base. I want to be able to enter data into a field each time we do a mailing to indicate which mailing was sent to the client(s) / prospect(s). The data would basically consist of a code indicating the date of the mailing and a "Promo Code" (i.e., "Product X Promo"). I need to be able to enter this data for all contacts in the current Lookup at one stroke (I'm printing the postcard mailing addresses from a Lookup.)
Additionally, I need to figure out how to append the data in the field each time a mailing goes out, i.e. I'd do a mailing in August and the field would have the data "8-05 Product X Promo", then in September we'd do another mailing and the data "9-05 Product Y Promo" would be appended to the previously entered data, etc., etc.
Also, I need to figure out what is the best way to have this data displayed and in what type of field; if it's all in one string in a standard field, it could get a bit unwieldy to scroll through the string to see which mailing dates apply to a particular client. It would be better to be able to display the data in a chronologically ordered list. (Can you do this in ACT 2000?) I had a thought that the data could be entered in Notes/History, but I'm not sure if that would be a good solution or not. I do need to be able to do a Lookup based on the mailing Promo Code also (i.e., find all contacts who were mailed the 9-05 Product Y Promo). Whatever type of field and however the data is formatted, I need to be able to perform a Lookup on it.
Can anyone suggest a good approach to achieving this? My time available to research this and study the manual has been limited, so I'd appeciate any help.
Thanks,
Steve
We mail out promotional postcards once a month to our client and prospects base. I want to be able to enter data into a field each time we do a mailing to indicate which mailing was sent to the client(s) / prospect(s). The data would basically consist of a code indicating the date of the mailing and a "Promo Code" (i.e., "Product X Promo"). I need to be able to enter this data for all contacts in the current Lookup at one stroke (I'm printing the postcard mailing addresses from a Lookup.)
Additionally, I need to figure out how to append the data in the field each time a mailing goes out, i.e. I'd do a mailing in August and the field would have the data "8-05 Product X Promo", then in September we'd do another mailing and the data "9-05 Product Y Promo" would be appended to the previously entered data, etc., etc.
Also, I need to figure out what is the best way to have this data displayed and in what type of field; if it's all in one string in a standard field, it could get a bit unwieldy to scroll through the string to see which mailing dates apply to a particular client. It would be better to be able to display the data in a chronologically ordered list. (Can you do this in ACT 2000?) I had a thought that the data could be entered in Notes/History, but I'm not sure if that would be a good solution or not. I do need to be able to do a Lookup based on the mailing Promo Code also (i.e., find all contacts who were mailed the 9-05 Product Y Promo). Whatever type of field and however the data is formatted, I need to be able to perform a Lookup on it.
Can anyone suggest a good approach to achieving this? My time available to research this and study the manual has been limited, so I'd appeciate any help.
Thanks,
Steve