03-24-2010 07:44 AM
I would like to be able to link contacts, when making a secondary contact, or group or company does not make sense. For example, one forecast, but three individuals not related in any way other than the common customer. I would then link all of the related contacts to the customer contact, so if I open the prospective customer, but want to refer to a linked contact I can with a quick button click without having to lookup, etc. If there is a suggested workflow i am missing please let me know.
If this is already a feature, please direct me to it. If not I suggest it be added.
03-24-2010 07:46 AM
Have a look at the Relationships Tab in ACT! 2009 11.1 and later as per this ACT! Knowledge Base article -
03-24-2010 08:01 AM
03-24-2010 08:52 AM