10-04-2011 05:08 PM
I have an insurance agency that sells auto & home insurance as well as life insurance, annuities and other financial services. I would like to have one Notes/History tab for auto/home notes and another Notes/History tab for the life insurance notes for each contact. I am using ACT! 5.0 (ACT! 2000). Any suggestions?
10-04-2011 05:18 PM
10-04-2011 08:23 PM
Further to what Michael said in later versions I have a number of clients using Opportunities to manages this type of data and you can then enter the policy and have individual notes per policy. Maybe time to upgrade
10-05-2011 10:25 AM
I don't understand the individual user fee. It seems like I have to buy the software and then pay an additional fee for each person in the office that uses it. Currently, there is me and one other staff person, but staff people seem to change every couple of years. When I bought ACT! 2000, it was a one-time purchase price. Do you know which version of ACT! started that indidual user fee. I found ACT! 2009 for sale, and that would work for me.
10-05-2011 10:27 AM
I have started using the Sales/Opportunities tab, but that is somewhat restrictive in what can be entered. I would like to enter text similar to this message and just keep two separate Notes/Histories.
10-05-2011 11:28 AM
ACT! never was sold with one price no matter how many people used it. Symantec didn't use serial numbering and didn't directly enforce having a license for each user. However when I was it tech support I would refuse to provide support if I knew they were violating the lecensing agreement. ACT! presently requires one license for each active named user. Thus if you have three named users sharing a database you would need three licenses. To accompdate turnover, when a user leave their user accout can be made inactive and that would allow the addition of another named active user. In your case you would need two licenses. To have been legal with ACT! 2000 you would have needed two licenses.