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.
04-13-2018 10:14 AM
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)