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Create an Active Link to another contact in ACT

New Member
Posts: 2
Country: Canada

Create an Active Link to another contact in ACT

We are currently running Act 10.0 (2008). Is there a way to create an active link to another contact in the database?

 

Whenever we are making cold calls, we are constantly loosing our currently look-up/sort due to us having to conduct a search to see what else the person owns...At the end of the day this does waste alot of valuable time....

 

Another one of our problems is if there is 2 owners of one property, we can only send mail to one.. so for some properties in our database we need to have 2 records and this system tends to get confusing when making calls as we cannot see what was said to the other owner...

 

Any help, ways around this problem or add-ins you can suggest would be very very much appreciated!

 

Thanks!

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Create an Active Link to another contact in ACT

You might be able to come up with a more workable solution using an add-on like Topline Designer that allows you to create a custom table.

 

The best solution may be a combination of that along with Act! 2010 which has a 'Relationships' tab so that you can link a contact to one or more other contacts...

 

Barring either of those, you might be able to make use of Act!' groups to 'connect' contacts to a central property...

Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Create an Active Link to another contact in ACT

You could also check out our add-on called The Associator. It predates ACT relations feature by 2 years and works with ACT! 2008 and 2009. The Associator does what the new relationship feature in ACT! does and actually has a few more options. Download Page: http://durkincomputing.com/Download.aspx About Page: http://durkincomputing.com/theassociator.aspx If you are looking to create custom tables we also have an addon called The Durkin Toolkit which will allow you do create multiple custom tables and design your own data entry forms. Thanks -- Jim Durkin