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Multiple Companies contacts in an opportunity

New Member
Posts: 3
Country: USA

Multiple Companies contacts in an opportunity

Hello!

 

My company is new to Act! (and so am I).

 

We are a construction based company.

 

Each opportunity we have will have multiple contacts/companies attached to it.

 

The problem that we are running into is that only the first linked company is displaying when running reports.

 

How can we manipulate the software to have, say, a general contractor, multiple material suppliers and installers listed.  We then will need to run reports that reflect those companies and their roles.

 

Has anyone faced this dilemma?  And if so what was your approach to fix it?

 

Thanks in advance - Joey 

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Multiple Companies contacts in an opportunity

If these need to be opportunity reports it's likely that you will need to use a third party report editor such as Durkin Impact reports but it should be possible to design an acceptable report template for what you need.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: USA

Re: Multiple Companies contacts in an opportunity

Thank you!

 

Another solution to the problem I thought about be to add fields to the form for each type of vendor.  Can these fields be linked to my companies?

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Multiple Companies contacts in an opportunity

Hi Joey,

 

Fields can only be linked between Contacts and Companies. Here's a Knowledgebase article with more info on this: http://kb.act.com/app/answers/detail/a_id/19170

New Member
Posts: 3
Country: USA

Re: Multiple Companies contacts in an opportunity

I was able to use the Durkin software suggestion to get close to the results that we wanted.

 

Thank you!