Many web tools (such as shopping sites) use the word “filter” to narrow down the displayed list of items. In TntConnect, filters are called “Lookups”, because it is doing more than just filtering down a list to a smaller number. You are “looking up” contacts based on a virtually unlimited number of criteria.
Question of the Day: “How do I do a negative lookup? That is, I have a list of contacts, but I don’t want to filter the list by a certain criteria. Instead, I want to ‘take away from the list’ anyone who meets that criteria, leaving everyone else.”
The quick answer is a simple one:
- Select Lookup | By Field,
- Select “Take away from the current group”.
- Enter your criteria (whichever field and value you wanted to remove from the current group)
- Press OK.
You can lookup contacts based on more than 180 Contact fields, as well as by giving activity, history activity, membership in saved groups, or even filter based on the results of a saved etc. But TntConnect’s filters don’t just narrow down your contact list. You can also lookup within a lookup, take away from that lookup or add to it.
Lookups cannot harm your database at all, so the best way to learn them is by simple trial and error.