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How are you and your clients using Relates Contacts

Copper Contributor
Posts: 47
Country: USA

How are you and your clients using Relates Contacts

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/23893http://kb.act.com/app/answers/detail/a_id/25092

Nickel Super Contributor
Posts: 369
Country: USA

Re: How are you and your clients using Relates Contacts

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)

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