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Company Query

The Company Advanced Query panel (for ACT!2010 and later) reports on all Company Records in the ACT! database using advanced querying.  This panel offers pre-built queries to aid in the creation of exception reports.  Leave the query blank to return ALL records.  The Company Advanced Query filter displays the Dash Advanced Query Designer:

Pre-Built Queries:
Companies:  Returns all Company Records which match the query.

Companies with Custom Tables: Returns all Company Records which have associated Custom Table Records matching the query.  Query can contain both Company and Custom Table fields.

Companies with Histories: Returns all Company Records which have associated History Records matching the query.  (History Records must be directly associated with the Company record.  Therefore, the results shown here may be different from the results you see on the History tab of the Company Details View.)  Query can contain both Company and History fields.

Companies with Notes: Returns all Company Records which have associated Note Records matching the query.  (Note Records must be directly associated with the Company record.  Therefore, the results shown here may be different from the results you see on the Notes tab of the Company Details View.)  Query can contain both Company and Note fields.

Companies with Opportunities: Returns all Company Records which have associated Opportunity Records matching the query. (Opportunity Records must be directly associated with the Company record.  Therefore, the results shown here may be different from the results you see on the Opportunity tab of the Company Details View.)  Query can contain both Company and Opportunity fields.

Companies without Custom Tables: Returns all Company Records which do not have any associated Custom Table Records matching the query.  Query can contain both Company and Custom Table fields.

Companies without Histories: Returns all Company Records which do not have any associated History Records matching the query.  (History Records must be directly associated with the Company record.  Therefore, the results shown here may be different from the results you see on the History tab of the Company Details View.)   Query can only contain History fields.

Companies without Notes: Returns all Company Records which do not have any associated Note Records matching the query.  (Note Records must be directly associated with the Company record.  Therefore, the results shown here may be different from the results you see on the Notes tab of the Company Details View.)  Query can only contain Note fields.

Companies without Opportunities: Returns all Company Records which do not have any associated Opportunity Records.  (Opportunity Records must be directly associated with the Company record.  Therefore, the results shown here may be different from the results you see on the Opportunity tab of the Company Details View.)  Query can only contain Opportunity fields.

Example of Note Record associated with Company Record


The Company Query Panel will show the fields for each Company only.

See also