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Is It Possible le To Demote A Contact ?

Bronze Contributor
Posts: 1,448
Country: USA

Is It Possible le To Demote A Contact ?

ACT 2010

 

When I review contacts added to a company, I notice that there are several that I want to keep, but I don't want to show up when I do a company search.  Is there an easy way to move the contact to a secondary contact?  I realizethat history and notes would be eliminated.

 

Thanks in advance for your help.

John Purdy
ACT! Premium V. 18
HP ENVY 17m, 16GB, & Office 365, 32bit, 1TB HDD.
Platinum Elite Contributor
Posts: 14,501
Country: Australia

Re: Is It Possible le To Demote A Contact ?

Try "Primary to Secondary Contact Wizard" from http://www.egenconsulting.com/egcproducts.html

 

Not sure how they're doing it but it's technically possible that, while you wouldn't be able to see the extended data (notes, history, activities, etc), the data could still be there and show if you promote them later.