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Is there a way to update the secondary contacts form/layout??

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nmk
New Member
Posts: 38
Country: Canada
Accepted Solution

Is there a way to update the secondary contacts form/layout??

Is there a way to update the form/layout that you get when you go to secondary contacts and select new secondary contact?  I would like to see fields added to it.I know I can update the contact layout.  I want to update the secondary contact layout in the same way -  but it seems I can't...  Anyone know a way?


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Solution
Accepted by topic author nmk
‎09-25-2015 03:20 AM
Moderator
Posts: 719
Country: USA

Re: Is there a way to update the secondary contacts form/layout??

Unfortunately, the Secondary Contacts fields are hard coded into the program and cannot be changed. In order to enter more detailed information on them, they would need to be promoted to a Primary contact with their own record in the database. One thing that you could do if you decided to do that, is to create the Secondary Contact as a Primary contact, then use the Relationships tab to link the two contacts together. 

 

Elise O'Pry
Swiftpage
Visit our knowledgebase at http://kb.act.com

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Solution
Accepted by topic author nmk
‎09-25-2015 03:20 AM
Moderator
Posts: 719
Country: USA

Re: Is there a way to update the secondary contacts form/layout??

Unfortunately, the Secondary Contacts fields are hard coded into the program and cannot be changed. In order to enter more detailed information on them, they would need to be promoted to a Primary contact with their own record in the database. One thing that you could do if you decided to do that, is to create the Secondary Contact as a Primary contact, then use the Relationships tab to link the two contacts together. 

 

Elise O'Pry
Swiftpage
Visit our knowledgebase at http://kb.act.com