08-04-2011 09:09 PM
Has anyone developed a way of dynamically showing if a contact has a Secondary Contact or a Relationship set?
I am manually setting simple tick boxes on the Contact Detail View whenever I enter this type of data and have been thinking that some automation would be a good idea...
08-04-2011 10:11 PM
I wrote a custom app for a client that will check a box indicating there is a relationship on the contact. I could modify it or create a separate application that would indicate if a contact has a secondary contact associated with it.
08-05-2011 08:16 AM
Yes. I can put them in one program. Send me an e-mail or give me a call and we'll discuss it.
08-07-2011 10:18 AM - edited 08-07-2011 10:19 AM
We developed an add-on which accomplished this. It's called Tab Indicator for ACT!
The Tab Indicator will set a visual icon on the tab if information is located under it.
Tab Indicator supports all native ACT tabs such as:
And any contact field..
Learn more about the Tab Indicator:
Tab indicator also supports custom table tabs created with our Impact Custom Table Toolkit.
Hope this helps
-- Jim Durkin