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Client Interests for ACT! Financial Professionals

New Member
Posts: 1
Country: USA

Client Interests for ACT! Financial Professionals

We would like to set up a section to add customer interests and then be able to search out a list of clients based on these interests.  What is the easiest way to set this up and the search out using mutiple interests???
Copper Super Contributor
Posts: 206
Country: USA

Re: Client Interests for ACT! Financial Professionals

You can approach this a number of ways, the number of different interests you want to track will probably drive the approach.

 

The cleanest way to plan for future searches is to predefine the values for "interest". Then you can set up check boxes or a multiselect drop down box for your tracking and future searches.

Brad Marquardt
realtimeACT, Inc
Colorado, USA