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Adding CoPay Information to a Contact

New Member
Posts: 1
Country: USA

Adding CoPay Information to a Contact



I am a newbie. I am using Sage Act 2011in medical domain. I created a huge contact list and now I want to add Copay, estimated insurance installment and insurance information for each contact which may have more than 1 insurance company. How can I achieve this?


Any help would be appreciated.




Nickel Elite Contributor
Posts: 988
Country: USA

Re: Adding CoPay Information to a Contact

Hello Depak,


Sounds like pretty basic stuff for ACT! ?

Tools / Define Fields  ( also possbly the need to create a Drop DownTable for desired fields ).

  Then you need to apply those new fields to desired area of your layout = Tools / Design Layouts for Contacts ...

Inside ACT!2011, the Welcome Button contains your needed Getting Started Tutorials for how to create new fields and then apply them to your layouts. - Cheers - FSB

Bill Williams - Owner / ACT! Consultant / Trainer at FILL STAFF HR "ACT! FOR RECRUITERS"
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