10-02-2008 10:49 AM
I'm trying to keep track of potential prospects that will currently be using different software applications for different functions, each potentially purchased at differernt times (ex. uses ABC for Finance since 2000, XYZ for billing since 2005...), and be able to track/search for them by "vendor ABC" or "Finance" and "date or period owned". Thinking of using ID status for "prospect", "vendor field" for vendor, and "year purchased" for time; not sure how to handle the multiple products with multiple dates (they could have 1 vendor with 1 date purchased for all applications or 5 different vendors with 5 different dates purchased (extreme); do I need 5 vendor fields and 5 date fields for each prospect? Open to suggestions. Thanks in advance
10-06-2008 03:18 PM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.