05-18-2010 08:10 PM
05-20-2010 09:32 AM
05-20-2010 10:11 AM
Thank you for your prompt reply. My situation is this. I'm a therapist, so several types of individuals (doctors, teachers, clergy, etc) refer to me. I can put those types in a drop-down menu. But I need to know who Dr. Jones or Rev. Smith has referred, specifically. In Goldmine or MS BCM, there is a way to easily see that. Is there a way to do that in Act?
05-26-2010 07:28 PM
Still wondering how to do this. I need to be able to run reports on who specifically has referred who. What I have now (in Goldmine) is the ability to categorize new clients by the general way in which they were referred -- yellow pages, doctor, attorney, web, etc. I see that in Act!, this would be the "referred by" field.
I can see that I might use the Relationship tab to link contacts, so that if Dr. Smith refers John Jones, Dr. Smith can be "Referring Party" and John Jones can be "New client".
Can I then run a report on just those relationships, sorted by the "referred by" field, ideally for a certain time period? This is so crucial to my business, and I would think to most people's businesses. I feel like I must be missing something. Does Act have this ability? I can't seem to find reference to it anywhere.
06-07-2010 07:12 AM
For your situation, needing to know who referred the contact - I would recommend creating a new field in your database to accompany the 'Referred By' field. The Referred By field can remain a type, but create a new field for the actual name of the referrer (ex: Referred Name). You can then run reports and include this new field.
For information on creating new fields, visit this article: Managing Fields in Act!
For information on updating your layout (to show the new field), visit this article: Design Layouts in Act!
06-07-2010 12:03 PM
06-07-2010 07:32 PM
I do this now by using companies and divisions.
Create a company for each referring organization.
Create a division under each company called "company referrals"
Company: "Dr. John Smith"
Division: "Dr. John Smith Referrals"
Think ahead of how you want to name the companies because of sorting rules.
This should show you the relationship both ways. This could also be done with groups. I like using companies because of its being hyperlinked.
However, with the additiion of the relationships tab, I think that would work better. I played around with this. Let's say that Dr. John Smith and Trinity Church both recommended Bill Gates to you for therapy. By using relationships you will later be able to look under Bill Gates and see who referred him to you. Likewise you will be able to look under Dr. John Smith and see all the people he referred.