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Forcing users to link new contacts to companies?

New Member
Posts: 12
Country: United States

Forcing users to link new contacts to companies?

I'd like to require my users to link all users to a company - is there a plugin or any other way to achieve this?

 

My backup plan is to write a SQL server process that will use the Actreader account and just check daily for any contacts who were not added to companines and notify people - but would be nice to somehow force this within ACT.

 

Any ideas?

 

djm

Bronze Super Contributor
Posts: 1,544
Country: United_Kingdom

Re: Forcing users to link new contacts to companies?

Act! v17 does this automatically when set up in the Preferences for Companies.

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org