04-14-2011 06:44 AM
We have just purchased ACT 2011 Premium and are working with a contractor to upgrade from 2009.
We are a wealth management firm. Many of the features/tabsfrom the Financial Professionals 2010 version are helpful/applicable, and we are hoping to bring over many of the pre-existing tabs.
I need to know how to best customize Contacts to enter spouses and accomodate for different types/levels of accounts.
A couple of details - we have clients that are couples that have individual financial accounts and may also have joint financial accounts.
If a client is married, but only has an individual account, we would want to have their spouse's information, but would need to differentiate the types of mail/contacts the spouse would be included in. For ex. Only the client would receive account updates, but a holiday card would go to both of them.
If married couple has a joint account - how should they be entered?
And the doozy - what if a couple has a joint account _and_ individual accounts?
How can I structure the contact to accomodate these levels?
Thanks so much!
04-28-2011 09:14 AM
Welcome to the Sage ACT! Community. In general, when trying to differentiate, sort, etc. contacts in ACT!, this best done through the use of custom fields and Groups. The fields can be used to contain information (typed or from a dropdown list) that set a contact or contacts apart from others, so that you can do a lookup or query on the value in that field to find the desired contacts. You can also use the Groups function to group together contacts that meet a certain criteria, whic would be based on values in one or more fields. For more information on managing groups, see KB Article 12864.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.