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Field change linking

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Skilled Commentator
Posts: 70
Country: USA
Accepted Solution

Field change linking

If I were to change a contact's "ID/Status", could I have it so items on another particular field were changed accordingly? For example, if A clients could be automatically atomatically added to the birthday card list, I would change ID/Status field to Client A and the List field would automatically check the boxes of the item "Birthday Card." If I changed the ID/Status field to Client C, the "Birthday Card" item of the List field would uncheck.

 

Is this possible or does everything have to be adjusted manually? 


 David Kimball
 davidvkimball.com
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Accepted Solutions
Solution
Accepted by topic author davidvkimball
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Field change linking

You would need an addon to do that. Here is a good place to look.

 

http://www.exponenciel.com/index.aspx

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

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Solution
Accepted by topic author davidvkimball
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Field change linking

You would need an addon to do that. Here is a good place to look.

 

http://www.exponenciel.com/index.aspx

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129