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ACT ! 2011 : notes in a group

New Member
Posts: 2
Country: USA

ACT ! 2011 : notes in a group

Hi,

 

I have several contacts that are clients for one of our project but only prospects for another project. Every month, we start new projects and stop others, so we need to be able to work by project. So this my question, How can I do to make it easy to know, for every project, if people are prospects or clients, regarding to the fact that it will be different for another project?

 

Thank you everybody for helping me.

Silver Contributor
Posts: 1,813
Country: USA

Re: ACT ! 2011 : notes in a group

A couple of ideas,  however, the most logical choice would be to use one of the custom table add ons and create table for Project status.  You would then have a many to many relationship with wich to create these multiple relationships.

 

Several companies make add ons that support custom table specifically durking impace adn top line dash come to mind.

 

 

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 2
Country: USA

Re: ACT ! 2011 : notes in a group

Thank you Jon,

 

I will try your idea. And I think I will also be with you at noon.