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ACT! for FP - Householding or Family?

New Member
Posts: 13
Country: United States

ACT! for FP - Householding or Family?

I've just purchased ACT! for Financial Professionals and haven't made a decision yet on whether I want to household individual family members or just use the family tab. I have a few ideas so far, but would like to know if anyone has used it long enough to have a fairly definitive answer for themselves.

 

My thoughts so far:

 

1. Children are on the family tab. No reason to create contacts.

2. Spouses are on the family tab unless they have an individual account.

 

Any thoughts?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: ACT! for FP - Householding or Family?

One thing to consider, is that if you want to make use of the fields that are part of the full contact record, then you would make them a contact and household them.  If not, then you can put them in the Family tab.  In other words, you have to decide if this person needs their own, unique record or if they simply need to be associated with an existing record.  I would think this would be a case-by-case decision.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.