09-18-2020 07:50 AM
We use account type in company to differentiate between vendors, friends, competitors, etc. Our customers normally are designated "Processors". We also have a account type field for each contact. I've tried to do advanced search that references both Account and Contact, but apparently it cannot be done. Is there a way to automatically fill in the contact's account type field with what is in the company account type, when a contact is attached to that company? Any way to search referencing both? (I'm trying to identify all the contacts that do not have anything in the account type field, but are at a company that is a processor) Kindof hard to describe but I hope it makes sense.... Using ACT! 22.214.171.124, Update 4, private database on PC.
09-23-2020 07:01 PM
It could be done through custom programming. If you want us to look at it, please open a ticket at http://support.exponenciel.com and we'll provide an estimate.
09-24-2020 03:56 AM - edited 09-24-2020 04:01 AM
Best thing to do going forward is to ensure the Company:Account Type and Contact:Account Type field are LINKED.(Which you do under Define Fields). You can see which fields are linked under Company detail view > Companies > View Linked Fields.
If the fields are LINKED, whenever you create a new Contact from a Company record the value in that Company Field is inherited by the Contact record so they will be the same. Also, if you edit the value in the Company View, then Act! pops up a window asking if you would like to update the Linked Contac fields as well.
if you are using Company Records in Act! (and assuming you have a locally installed version rather than a web-hosted version) I would always recommend installing the Company Wizard Plus from Egen Consulting to manage the Company / Contact record relationships more easily. http://www.egenconsulting.com/company_wizard_plus.html
09-24-2020 07:48 AM
Here is how but its in a number of steps -
Lookup your criteria in Company view and you will have a company list view returned.
Highlight all in list view and go to companies at the top of the screen and the select Create Lookup.
This will return all linked contacts.
Highlight them all and do an edit replace on a spare or unused field (Create one before you start this if you don't have any) and put in a something like xx.
(Just to explain you have to do the above step as you cannot do a Narrow Lookup from the pervious step.)
You can now do a 2 part lookup on the contacts, the first on the xx field and then a 2nd narrow lookup on what it is you want to find.
Long winded but will get you there! Let me know how you get on.
09-28-2020 06:03 AM
Thanks folks for your help! I have it fixed now, using both suggestions we are good to go now. Sorry but it looks like no custom programming will be necessary.