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Can "last contact" field like on Business Card be added to Financial Advisor Contact Detail Page

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Copper Super Contributor
Posts: 63
Country: United States
Accepted Solution

Can "last contact" field like on Business Card be added to Financial Advisor Contact Detail Page

[ Edited ]

I think the Last Contact field on the Business Card Contact Detail page of ACT is great.  I like the way it autosaves

and also it helps to record the last contact.

 

It is missing from the Financial Advisor version of ACT.  Can it be added?  And perhaps expanded to two lines instead

of one?  I like this feature.

Message Edited by Curtis on 09-18-2009 03:55 PM

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Solution
Accepted by topic author Curtis
‎09-25-2015 03:20 AM
Copper Super Contributor
Posts: 63
Country: United States

Re: Can "last contact" field like on Business Card be added to Financial Advisor Contact Detail Page

Thank you, David.

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Moderator
Posts: 4,395
Country: USA

Re: Can "last contact" field like on Business Card be added to Financial Advisor Contact Detail Page

You can add the Last Attempt and Last Reach fields to the ACT! for Financial layout.

 

Designing Layouts in ACT!

Solution
Accepted by topic author Curtis
‎09-25-2015 03:20 AM
Copper Super Contributor
Posts: 63
Country: United States

Re: Can "last contact" field like on Business Card be added to Financial Advisor Contact Detail Page

Thank you, David.