Community
Showing results for 
Search instead for 
Do you mean 
Reply

Referral setup

New Member
Posts: 6
Country: United States

Referral setup

I changed the layout of my contact window to include a referral drop down. 

 

I would like to be able to have this drop down include all clients from my database so staff can easily select the persons name. 

Having this connection (rather then typying in a name that isn't linked to anything) would be great. Is this possible?  

 

Thanks!

Moderator
Posts: 4,395
Country: USA

Re: Referral setup

Hello John,

 

Which version of ACT! are you using?  If you have ACT! 2009 11.1, you can use the Relationships tab to accomplish this.

 

How To Use the New "Relationships" Tab in ACT! by Sage 2009 (11.1)