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Is It Possible le To Demote A Contact ?

Bronze Contributor
Posts: 1,394
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 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
Platinum Elite Contributor
Posts: 14,384
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.