Community
Showing results for 
Search instead for 
Do you mean 
Reply

ACT!2010 question;re Relating multiple contacts to a Opportunity - Using Relate To vs Associate With and why both?

Nickel Elite Contributor
Posts: 934
Country: USA

ACT!2010 question;re Relating multiple contacts to a Opportunity - Using Relate To vs Associate With and why both?

Why both options?  Relate to and Associate with?

Can someone suggest best way to Link/Associate/Relate  MULTUPLE CONTACTS TO A SINGLE OPPORTUNITY?

In my staffing add-on product, Creating Opportunity,

  I Associate my Client(Customer) Company Contact record to their respective  Opportunity record

And using Relate To option, I can relate my Job Seekers Contact record  to my Client Contact record, but not the Opportunity record belonging to that Client contact.  Makes things more complicated and still does not show desired visual result.

  what up wit dat? 

Why not one option to do all the associating or relating or linking?

Making major progress though - Cheers - FSB

 

PS; Still in this 2010 version,

  if you have multiple database's and you change/customize  the contact column view  in one, it messes up the column view in the other d.b...  I hope this is finally resolved in 2011 version please.

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html