03-05-2017 08:16 PM
I'm using ACT! Premium v.18 with Windows 10 Pro. I frequently set up group meetings with 2 - 3 separate contacts. For example, I will plan a lunch meeting with 2 other separate (but Primary) contacts. Let's call them Mary Smith and Jim Gold.
I begin by setting up a 12 noon meeting with Mary Smith. After I save that meeting, I set up the same 12 pm meeting with Jim Gold. I go through this "double entry of the appointment" because I want the appointment to show in both Mary's and Jim's History. The trade-off for this is that the meeting with each contact shows in my calendar as two separate meetings at the same time.
Is there any way I can streamline my process so that I don't have to enter the same meeting with the two contacts twice but still have that meeting show in each ot their activities beforehand and in each of their histories afterward?
03-05-2017 09:29 PM
03-06-2017 01:40 AM - edited 03-06-2017 01:43 AM
As an alternative if you highlight them in list view and then click the call or meeting button it will create an activity with all selected in it.
03-07-2017 10:01 AM
03-08-2017 12:23 AM
Hi and glad Roy's advice has worked well for you.
My option is effective when meeting 2 or 3 people at the same company -
In Contact view look up company name.
This will then go to List view with matches shown.
Click on those you are meeting with the Control Button also down. This will highlight those you want.
Now click on Call or Meeting Icon and it will put in the names of those you have highlighted.
Again this method is only effective if you can do a lookup first that narrows down the number of contacts to a reasonable number.
03-08-2017 08:49 AM
The details you just gave me cleared up my confusion. The "missing piece" is that these steps are effective when the meeting is with people from the same company. That makes sense now. The reason I got stuck with that is my meetings are often with 2-3 people, each from a different company.