How to use customized fields

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Peter Simmons

• October 14, 2014 15:34

Hi,
I have created a custom field called Priority One. Now when i put a " Yes " or something in that field, how do I search for everyone who is a " yes" yes in priority one field.
Thanks,
Peter

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• Official comment

  

  Allen Duet

  • October 14, 2014 20:37

  Hello Peter,

  You can search for Custom Fields by following these steps:
  1. Select the field you want to search for from the drop down at the top center of your Act! Cloud Account - just below the Act! Cloud logo. (i.e. Custom 1 or priority one if you changed the name of the field)
  2. Then Type the content of the field you wish to find (i.e. 'Yes')
  3. Click the magnifying glass icon
  4. Your search results will then appear.

  You can also create a group with those field settings for easy access. https://actcloud1.zendesk.com/hc/en-us/articles/201535009-How-do-I-add-a-Group-in-Act-Cloud-

  Kind Regards,
  Act! Cloud Team

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