06-25-2009 02:24 PM
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?
06-26-2009 06:20 AM
Which version of ACT! are you using? If you have ACT! 2009 11.1, you can use the Relationships tab to accomplish this.