Community
Showing results for 
Search instead for 
Do you mean 
Reply

Multiple Act Contacts

Highlighted
New Member
Posts: 2
Country: USA

Multiple Act Contacts

Hello, I use ACT on my own and a problem I have is for our customers we have multiple customers in one contact, so if we have Customer A, we talked to B, C and D at customer A. Is there any way to add a second and third contact boxes in one contact. I'd like to be able to see the 3 people I talk to when I'm in that Customers contact page. Thanks

Highlighted
Copper Contributor
Posts: 47
Country: USA

Re: Multiple Act Contacts

Do you link your contacts to companies? If you do, you can pull up the company from the Companies section and then see all contacts associated with that company.

Highlighted
Copper Elite Contributor
Posts: 122
Country: Germany

Re: Multiple Act Contacts

You can also try out secondary contacts. Depending on your particular needs either of these or even both might be of help.
Jan Teske
ACC
jbt consulting
Highlighted
New Member
Posts: 2
Country: USA

Re: Multiple Act Contacts

I actually have never heard of linking contacts to companies. How would you set this up and then also look the company up? Thanks

Highlighted
Copper Contributor
Posts: 47
Country: USA

Re: Multiple Act Contacts