08-09-2011 02:19 PM
I work for a university which offers multiple 1 week courses for participants.
I am trying to import an excel file into ACT.
I have question about handling multiple dates.
E.g. A participant , John Smith inquired for a "Program A" on Jan 2010. This information is then entered into ACT. After a year the same participant inquires about the same Program A on Feb 2011. When I try to enter this information ACT will recognize it as a duplicate and will prompt me to either overwrite the data or merge the data.
I do not want to overwrite the data since I do not want to lose the Jan 2010 date. Hence I need to have a field which will store both the Jan 2010 as well as the Feb 2011 dates. How exactly can I do that in ACT.
If someone can throw light on this one, it would be highly appreciated.
08-09-2011 03:02 PM
It sounds like you need to use custom one -to-many tables for that information. The capability is on the ACT! program but you need a third party plugin to provide the user interface. Both Topline Results and Durkin Computing make very good ones.
08-11-2011 03:08 PM
Not for what you want. The ACT! database is relational between tables but within any one of the many tables that make up the database, the table itself is a flat file. This is what you're running into. The contact table is related to other tables in the database such as group, company notes, etc. You have one-to-many relationships between the contact table and other tables in the datasbase and what you described, recording new information to a contact record while retaining the old information requires a one-to-many relationship between the contact table and that information you referred to. that can't be done within the contact table but can be done by linking a custom table for that information to the contact table. For that you need the third party plugin to design and manage the custom table.