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Group-Specific Fields

New Member
Posts: 2
Country: Canada

Group-Specific Fields

Working with Sage ACT! 2013, MS Office, Windows 7

 

Is it possible to set up a group-specifc field for a contact? For example, a person might be Secretary on a Health & Safety Group, then Team Leader on a Project Troubleshooting then Chairman when sitting on an Audit Committee. Sounds weird but could be really useful.

 

The only way I can see doing it in the existing software is making multiple contacts for the same person, but this defeats the purpose of having one central contact point.

 

Comments?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Group-Specific Fields

I'm not exactly sure how you want the field to be populated or viewed, but an option other than creating individual records would be to add multiple 'group' fields, accompanied by a 'role' field. For example:
Group1 Role1
Group2 Role2
Group3 Role3
etc...

You could even put these fields on a new tab.
Greg Martin
Sage