07-18-2010 10:22 PM
I am running ACT 2010 Premium Version 184.108.40.206 Hot Fix 1
and am a complete newbie with this.
I was wondering if it is possible to somehow tag or flag companies and then run a report showing only those companies that have been tagged.
I would like to be able to "tag" a company as "interested" or "not interested" (as an example, but more tags would be used) and then run a report showing only those companies that have been tagged as "interested" with the contact details as well as a call back date.
i think I will be Ok with working out the report side of things, but i can see how I can "group" companies.
unless there is a better way to do it?
I did read this post though.
About grouping companies...but the suggestions was to make divisions.
07-22-2010 10:28 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.