03-15-2013 12:57 AM
I am a born again ACT user. I had a heavily customized ACT 2005 to manage an adoption agency. Dealing with clients as two individuals was the biggest problem I had. I couldn't create a hubby profile and wife profile. If I spoke with the wife about an issue, if the husband called I wouldn't automatically see the notes from the call with the wife. I would be frantically trying to remember the wife's name so I could review the issue. If they were John Smith and Mary Jones it got tough. Plus if BOTH of them wanted to get EVERY email I sent out, the ACT email system wouldn't do it. One email per profile. Plus even putting in the name of the contact was a pain. Mary Smith and John Jones would often search like Mary Jones. Obvious problems.
So I have a new business. I am performing marriages. Still dealing with couples. Even worse, mother-in-laws to be. Even worse, wedding planners.
At the time I customized ACT before, the COMPANY profile either wasn't available, or was just getting started and was very limited. Is it any better now? I was thinking of creating a company profile - John Smith and Mary Jones. Then having John and Mary each being an "employee" of the company. Then I can put in Mom, the Wedding Planner, and the Photographer all as employees of the same wedding.
Does that make sense? Is there a better way? Was I a fool to return to ACT?
Looking for some advice before I start customizing.
03-15-2013 05:41 AM - edited 03-15-2013 06:01 AM
Good morning Pastor Dave.
Using the company feature is a good way to organize like contacts. And the nice thing is that when in the company view and you click eMail, it will go to all the "employees" of the company.
Just give some thought on how you name the companies so that you will be able to find it later if the db grows to thousands of contacts.
Additionally, you can add divisions to the companies. One division could be anything you want, such as Wedding Event. You can add the specific people to that division and if you wanted one of the company contacts included, they could be there too. You would then send an eMail to the division people and just the "wedding Event" contact would get it.
Since the Wedding Event could be considered short term, you might want to take advantage of Opportunities to organize elements of the wedding. Just something to consider.
Hope that makes sense.
03-15-2013 07:03 AM
03-15-2013 08:17 AM
what you have is a case where relationships would be very useful. I would make each person an individual contact and then link them through relationships (Relationships tab). You are able to define the relationship, use hot links to jump to the individual contacts, add specific notes about the relatioship and even create a lookup of the related members. Check it out.
03-15-2013 09:01 AM
Once I started using the relationship tab, I now can no longer live without it - but for how it applies to my work.
However, the one request I keyed on from the original post was that a group eMail was desired with a single click. This can still be done using groups, but there are a lot of additional clicks.
Just my 2 cents worth, but when offered, I generally get change.