
When attaching contacts using the Outlook toolbar, it would be helpful to be able to assign it not only to the contact, but to companies as well. For example, I work with Partners who call on customers - I track the customer and associate the appropriate Partner & Internal people to that company. I may get an email from someone, where it pertains to a specific company. Maximizer has a feature where you can assign an email to any contact/company combo.
For example, I get an email from John Smith (he works within my company) - the email pertains to both a Partner and their customer - I want to associate the email to John (from my company), and also to my Partner's company and the customer....even more, it would be nice to associate with a specific opportunity!!!
Thanks,
You must be a registered user to add a comment here. If you've already registered, please log in. If you haven't registered yet, please register and log in.
We want to hear your cool ideas for improving ACT! by Sage products and services. So add your own ideas or kudo (vote) on the ideas of others here!
I have an idea! How do I get started?
One