Community
Contact us | Act.com
turn on suggestions Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Do you mean 
Reply

How are you and your clients using Relates Contacts

Copper Contributor KatyComputer
Copper Contributor
KatyComputer
Posts: 45
Country: USA

How are you and your clients using Relates Contacts

Friday

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

Report Inappropriate Content
Message 1 of 2 (126 Views)
Reply
0 Kudos
Highlighted
juancarlosoterogarc…
Nickel Super Contributor
juancarlosoterogarcia
Posts: 361
Country: USA

Re: How are you and your clients using Relates Contacts

Friday

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)

PRAXI SOLUTIONS INC
customercare@praxisol.com
Report Inappropriate Content
Message 2 of 2 (99 Views)
Reply