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Adding a history to company and contact

New Member
Posts: 17
Country: USA

Adding a history to company and contact

Hey Guys

 

I work with several contacts from the same company and I was wondering if there was a way to attach the same history entry to both the contact and the company at the same time.  I want to have the history in the contact so I know what I've sent them specifically, but I also want to be able to access the company and see a history of the actions that I've done with that company.  For now I record the history via the contact but there's no mention of the history in the company. 

 

Thanks!

Bronze Super Contributor
Posts: 1,544
Country: United_Kingdom

Re: Adding a history to company and contact

Hi User8384,

If the Contacts are connected via the URL to the Company then there is no reason why the Company will not show the same History.

Have you created and linked the Contacts and Company?

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
New Member
Posts: 17
Country: USA

Re: Adding a history to company and contact

Hey there

 

I've attached the contacts to the Company via the "Contacts? tab on the far left.  What do you mean by URL connect?

 

Thanks!

New Member
Posts: 17
Country: USA

Re: Adding a history to company and contact

Hmmmm...that's strange.  Seems to be working now.  I'll check it over the next few days.

Bronze Super Contributor
Posts: 1,544
Country: United_Kingdom

Re: Adding a history to company and contact

You should go to the Act! menu item:

Contacts | Create Company From Contact

That will create the company with the fields you selected to link with.

HTH

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org