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Linking Companies

New Member
Posts: 1
Country: United States

Linking Companies

We have a database of companies involved in different areas of elderly care. I would like to be able to assign salespeople a group of companies involved in the same disciplin, i.e. Hospice Care, Day Care etc. These definitions are set up in the company description. It would be noce to assign  each person a "Group" but I understand that is only for contacts (strange!)

 

Any ideas anyone.

 

Thanks in advance.

 

Leigh 

Bronze Contributor
Posts: 955
Country: Australia

Re: Linking Companies

Companies and groups work the same way so you could add contacts to the companies the same as you do groups you do not have to use the company link at the top of the contact page.
Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.