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Secondary Contacts and Relationships

Copper Super Contributor
Posts: 61
Country: Australia

Secondary Contacts and Relationships

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...

Brett Merriman
ACT! Certified Consultant
Action CRM
Silver Super Contributor
Posts: 2,328
Country: USA

Re: Secondary Contacts and Relationships

Brett,

 

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.

 

Stan 


If you would like to get more out of ACT! you can find an ACT! Certified Consultant near you by going to:www.act.com/acc.
-------------------------------------------------------------------------------------
Stan Smith
ACT! Certified Consultant
ADS Programming Services, Inc.
(205) 222-1661
www.adsprogramming.com
www.actwebhosting.com
Click Here to Purchase Act!
Copper Super Contributor
Posts: 61
Country: Australia

Re: Secondary Contacts and Relationships

Could you possibly incorporate the two together?

Brett Merriman
ACT! Certified Consultant
Action CRM
Silver Super Contributor
Posts: 2,328
Country: USA

Re: Secondary Contacts and Relationships

Yes.  I can put them in one program.  Send me an e-mail or give me a call and we'll discuss it.

 

Stan 


If you would like to get more out of ACT! you can find an ACT! Certified Consultant near you by going to:www.act.com/acc.
-------------------------------------------------------------------------------------
Stan Smith
ACT! Certified Consultant
ADS Programming Services, Inc.
(205) 222-1661
www.adsprogramming.com
www.actwebhosting.com
Click Here to Purchase Act!
Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Secondary Contacts and Relationships

[ Edited ]

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:

Relations,

Secondary Contacts,

Notes,

Histories,

Opportunities,

Companies,

Groups,

Documents,

And any contact field..

 

Learn more about the Tab Indicator:

http://www.durkincomputing.com/TabIndicatorforACT.aspx

 

 

Tab indicator also supports custom table tabs created with our Impact Custom Table Toolkit.

http://www.durkincomputing.com/ACT-Addons-Tables.aspx?mod=about

 

 

Hope this helps


-- Jim Durkin

Durkin Computing