09-18-2009 03:12 PM - edited 09-18-2009 03:55 PM
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.
09-23-2009 06:15 AM
09-23-2009 05:38 AM
You can add the Last Attempt and Last Reach fields to the ACT! for Financial layout.
09-23-2009 06:15 AM