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How are you and your clients using Relates Contacts

Copper Contributor KatyComputer
Copper Contributor
KatyComputer
Posts: 47
Country: USA

How are you and your clients using Relates Contacts

‎04-13-2018 07:29 AM

Searching for "Relate Contact" yields 38 hits on act.com, this is a powerful feature, I am curious how you and your clients are using this feature.

 

In our MSP practice, we are using this to document client Internet provider information, as well as other relationships such as web designers, accountants and hosting companies.

 

If you aren't familiar with the Relate Contact see http://kb.act.com/app/answers/detail/a_id/23893 & http://kb.act.com/app/answers/detail/a_id/25092

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juancarlosoterogarc…
Nickel Super Contributor
juancarlosoterogarcia
Posts: 404
Country: USA

Re: How are you and your clients using Relates Contacts

‎04-13-2018 10:14 AM

Some examples...

 

In an Aircraft Maintenance Company, the first Contact is the Aircraft Owner and a related contact is the Pilot

In a CORD BLOOD BANKING company, the mother is the first Contact and Babies and health professionals are the related contacts (Pediatrician - Obstetrician Gynecologist - Dentist)

Juan Otero
Juan.otero@praxisol.com
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