03-05-2009 12:26 PM
I'm getting confused.
Should I have a contact for each person in the company?
have a Contact and then add other people in the company as SECONDARY?
I'm so confused. Mostly because, if the contact has it's OWN contact it can be added as a member of hte company. However, if the contact is listed within a contact in the secondary contact tab, they do not appear in the company list when I click on the company.
I hope that makes sense and someone can help clear things up for me
03-09-2009 11:59 AM
Secondary contacts are individuals, such as the primary contact's assistant or backup person. Basically someone who you really don't need direct contact with and just need a quick reference. Anyone who is going to have an impact (buy, sell, etc...) between you and the company should be a real contact.
In the ACT! database, secondary contact information is not considered the same type of information as a contact record. This means that you cannot select a secondary contact to send a letter or an e-mail message. Secondary contacts cannot be members of groups or companies like contacts can.