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linking contacts

New Member
Posts: 2
Country: United States

linking contacts

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.

 

Thanks,

 

Dave

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: linking contacts

New Member
Posts: 2
Country: United States

Re: linking contacts

I don't seem to have that tab available. Here is my version ACT! by Sage 2009 (11.0) Version 11.1.183.0, Hotfix 1, English (United States). I am a network user on a remote database that syncs. Maybe we are not using the Premium version although I thought we were. Is that feature only available with premium?
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: linking contacts

The Relationships tab is available in both the Premium and Standard versions of Act!.  Here is a link to instructions for adding the tab to your layout: Relationships tab missing
Greg Martin
Sage