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Keep Track of Several "Jobs" per Customer Contact

New Member
Posts: 1
Country: USA

Keep Track of Several "Jobs" per Customer Contact

Act 2010

Private Database

Windows 7 Pro

 

We would like to streamline our Act! 2010 database. We have many customers who have purchased from us several times. Is there a way to have 1 file per customer (with their basic info) but multiple (unlimited) purchase files? 

 

For example: John Doe purchased a building from us in 2010, so we have an Act file for John for that one purchase with all the needed information that we need to track and need to keep for future reference. However John then purchased a different building from us in 2015, so we had to make a new Act file with the new building project information... 

 

Instead I would like to have 1 Act file for John Doe, but different attached files for each of his building projects - each file containing the information we need to keep for each project (separate from his previous projects, but linked to him directly).

 

Can this be done? Or will I need to continue to have separate files for John Doe and each of his projects?

Platinum Elite Contributor
Posts: 6,724
Country: USA

Re: Keep Track of Several "Jobs" per Customer Contact

You can use the Opportunities to track the different purchases for each contact.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Administrator
Posts: 1,143
Country: United_Kingdom

Re: Keep Track of Several "Jobs" per Customer Contact

Exactly as Roy has said, you can use the opportunities section to create a record that can be "associated" with a contact. Then you can have a separate opportunity for each project, all associated with one contact.

With the new release that's coming soon, v20.1, we're launching a feature called Custom Tables - this allows you to further create and customise additional record types like opportunities. It might be worth checking that out once it releases.