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Linking Fields

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Tuned Listener
Posts: 12
Country: United States
Accepted Solution

Linking Fields

We have two fields and we want to link one to another.  When selecting data from a drop down list in one, we would like it to update the other field to a Yes or No.  Is this possible?  Just point me in the right direction on where this is located:  Define Fields, etc.  I've looked a bit, but not sure if I'm in the right place to make this work ... or even if it's possible.


Thank you!


Accepted Solutions
Solution
Accepted by topic author rfuglaar
‎09-25-2015 03:20 AM
Copper Super Contributor
Posts: 478
Country: Australia

Re: Linking Fields

Yes there is always an addon

 

I am not certain if this is a possible solution for you....

 

Instead of a Yes or No field how about your use the group system and the automation there?? Ie you could build a group that filters the contacts based on that original field

 

As i said it may not work with your issue 


Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6

View solution in original post


All Replies
Silver Elite Contributor
Posts: 3,336
Country: United_Kingdom

Re: Linking Fields

It is not possible to do this in the standard programme, but there is an add-on product that can help.

 

http://tinyurl.com/nlwnno

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
Solution
Accepted by topic author rfuglaar
‎09-25-2015 03:20 AM
Copper Super Contributor
Posts: 478
Country: Australia

Re: Linking Fields

Yes there is always an addon

 

I am not certain if this is a possible solution for you....

 

Instead of a Yes or No field how about your use the group system and the automation there?? Ie you could build a group that filters the contacts based on that original field

 

As i said it may not work with your issue 


Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Tuned Listener
Posts: 12
Country: United States

Re: Linking Fields

Actually that would work and makes it a lot easier.  Thanks for the reply - I was complicating this.