06-27-2017 06:49 AM
Does ACT have the ability to create a drop-down list that includes all the Companies stored in the database?
If so, can this drop-down list be visible on an individual’s contact record as a separate/new field?
I am in essence looking to show a company name on an individuals contact record of who he/she temporarily works for without the contact being specifically linked and associated to that company (like a permanent worker).
Any help or suggestions would be greatly appreciated.
06-28-2017 03:12 AM
The only way of doing this (As far as I know.) is to export the company list to Excel and then import to the dropdown list.
Not sure who long it is going to take a User to find the correct company if it is a long list.
Also consider the Relationship Linking Option or linking under the Groups/Companies tab
Link here with more details about drop down list importing -
06-29-2017 05:35 AM
Thanks for the prompt response on this and further information.
If I opt to export the companies list to make my own drop-down list as a contact field - is there a way for another contact field to pre-populated with data dependent on the selected option from this drop-down list?
For instance, the user selected "Company A" from the drop-down list which then prepopulated a field called "payment terms" with the data of 30 days.
06-29-2017 06:53 AM
Assuming I understand the question the answer is No. It cannot draw down information from the matching company record into another field.