ListMax Knowledgebase

Requirements: 
Act! v21 (and higher)
Act! Plugin (must be installed to each PC separately)


- Act should be closed during install
- After installation, re-open Act.
- Open Contacts (List View).  Does ListMax open?
- If not, go to Tools, Manage Add-Ons.
- Is 'Keystroke.Listmax.ActPlugin' listed and enabled?


AFTER INSTALL:

Filters - 
Can save previous lookups so they dont have to be performed again.  Eg. ID/Status = Customer and Record Manager = Chris Huffman
Save As is used after modifying a previous Filter.

Show/Hide -
Group By - Adds a banner for additional grouping.  Eg. Group by Record Manager
Filter Row - Adds a row under the column headers allowing additional filters such as Equals/Contains/Begins with/Greater than/Less than, etc.
Quick Find - Adds a search box to the banner.  This searches the entered text in all columns applied.  Highlights found text.
Summary Row - Adds a row at the bottom of each column that allows for options such as Sum, Min, Max, Count, etc.  Useful for Opportunities.

Lookups - 
Clear Filter - Clears all filters applied
Lookup Selected - Performs a lookup for the selected contact(s)
Select All - Highlights all records in the display 
Only My Records - Displays only the items connected to the 'My Record' contact.

Columns - Opens the column selector window.  Allows customization of the columns displayed.

Create Group - Based off the filters applied and records displayed, create a Group.  Choose between all contacts or selected contacts.

Export - Available options are CSV, DOCX, HTML, MHT, PDF, RTF, TEXT, XLS, XLSX