ACT for Sage 2013

My OS is win 7 Prof 64 bit and I use Act for Sage 2013.  I do searches and usually the regular data,  Is there a way of saving of these searches so that if I want to retrieve the last search data, I could just point on the list and hit enter.  And also is it possible to add new searches to this list.   thank u.
jegajothyretiredAsked:
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duttcomCommented:
I work with a different version of ACT! and am about to install 2013 but I believe the process should be the similar. Some of the things I mention may be in a different location, but the terms should be the same.

I think what you are asking for is the Group functionality. A group is a group of contacts either pre-selected by you (by saving the results of a search/lookup) or automatically by pre-determined criteria.

Go to the contact list, search for the contacts you want to find again. In my version of ACT there is a Lookup menu item, under that is an option Groups> and under that is Save Lookup as Group. If you choose that option you can save the group of contacts so you can find them again quickly by clicking on the group. You might want to use this kind of group for things like a one-off catalogue mail out. You can always add other contacts to the group later but you must do it manually.

If you want contacts automatically added to a group, you can do that by creating a new group - the options to set the criteria for membership are there. You might use this to create a group of people who all have a birthday in a given month. The group would select contacts based on their birthdays and a new contact would automatically be added to the group which selects their month of birth.

Once you have set up your groups, you can select a group from the group view and the contacts in that group will appear as a list for you without having to redo the search every time.
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Mike LazarusAct! Evangelist - CRM ConsultantCommented:
You can save queries or, you can save them as groups
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jegajothyretiredAuthor Commented:
well answered thank u.
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jegajothyretiredAuthor Commented:
thank u and well answered.
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