12-10-2013 05:00 AM
We are a periodical publishing company. Our ACT! database contains a mixture of customers (subscribers) and prospects. In all cases, the subscription is with a company and we wish to store subscription information at the company level. We, currently, have three periodicals and wish to record the years (potentially back to 1990) that a company has subscribed to each periodical. Companies may have subscribed to from 1 to 3 periodicals.
We need to be able to create lookups of contacts within companies that have never subscribed, have subscribed in the past but don’t now, and those that have a current subscription; each by one or more periodicals. We can then send appropriate e-mails to each lookup. I have found an addon (http://www.actaddons.com/products/2005/lookupcontacts.asp) which can create a lookup of contacts from a lookup of companies, which will help.
I am looking for advice on how to structure the storage of the subscription information so that it can readily be used in a lookup. I could have three fields, one for each periodical, in which the subscribed years are recorded. This seems a bit clumsy and would become more so with more periodicals. I could use a single (perhaps memo) field and record the years, each prefixed with a code for a particular periodical, i.e. A2013. I would welcome any suggestions as to the best way to handle this.
We are running ACT v16 on Windows 7 with the database shared from one workstation.
12-10-2013 07:55 AM
Your best bet would be to use something like Topline Designer to add a custom table to your companies for the periodicals and then use their lookup feature to find the contacts you want.
12-10-2013 10:06 AM
I agree with Stan that a custom table is the way to go. More important the table can be connected to both the contact and company table.