07-11-2013 02:17 PM
I use ACT Database 2013 for keeping track of all of the hospitals that I sell to in different states. My problem is that I have almost 700 hospitals in Companies, and it is very difficult to manage. I would love to start out by making divisions by states, ie. Illinois Hospitals, Indiana Hospital, and Iowa Hospitals.
The problem is I can name these as new companies. I can even do the lookup, and select the hospitals in each state, and they will come up separately in List View. Here is where the issues comes in. I would like to move all those hospitals to a new company, called Illinois hospitals for instance, but there doesn't appear to be an easy way to do this. It would be nice if I could highlight all of the hospitals from my lookup for Illinois hospitals, and move them to the Illinois Hospitals folder, or Company, but the only thing I am able to do is right click on each one, and then move it to the Illinois Company. I tried using the shift key to select multiple or all, but then the Move key is grayed out.
Any suggestions would be greatly appreciated. If this worked, I would love to bring the large number of companies down even further by separating Hospitals from Clinics, etc.
Thanks so much for your help.
07-12-2013 12:51 PM
I fiddled around with this for a while and couldn't come up with a way to do it.
However, I think it is a good idea. How about adding it as a suggestion in share your ideas?
07-12-2013 03:46 PM
I am considering buying ACT 2013 - and have a similar situation.
I have 2 seperate business's with one Database - some cross selling but not the same contact person. Thus, I need to create /maintain two seperate Database within one CRM program. Can this be done within ACT 2013?
07-13-2013 05:48 AM
I wouldn't recommend it because:
1. It makes it impossible to manage one calendar,
2. It is really slow to continually open/close databases.
3. There is a wide variety of ways to subdivide/split/sort/group your database even if they are combined,
4. It eliminates a lot of duplicate entry - company name/address/direct phone/city/state/zip/id status/website, etc, are the same - only the contact name is different "to protect the innocent".