03-17-2009 08:08 AM
So, the peachtree tab is working fine. However, how can i get act to change the record manager based on the record manager in Peachtree.
For example. Peachtree says "Bob Jones" is the record manager. But ACT! says something else.
How come multiple contacts within a company do not have the peachtree information even though they are in the same company?
Acme Inc. has two contacts
in Bob's contact I can click the peachtree link and viola, I see the sales history
HOWEVER, in Janes contact, I click on the peachtree tab and nothing. It shows as not linked.
I also posted this on symantec but that forum is a black hole. No one ever responds.
03-23-2009 06:20 AM - edited 03-23-2009 06:21 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
03-23-2009 07:18 AM
Thank your response, however, the information you gave me is nothing new. The "link" to peachtree-act, is a really poor link and doesn't really integrate the two programs. Also, the peachtree forum is a graveyard and is not as active as this one. I've posted something on there before, but no response. One could say the same thing "you should address the issue on the ACT! forum".
Bottom line: I think Peachtree and ACT! do not integrate in a useful manner. Oh well, maybe one of the two companies (or a third party) will close that gap.
Thanks for your response anyway.