04-30-2008 06:04 AM
I'm looking for a possible Add-on or solution to a thing we need in ACT. Our clientelle is very interassociated with one another, and we would like to have an option to know who knows who when looking at a contact. For instance if Joe calls, I would pull up Joe's contact information and we would to also see who are Joe's friends (understanding we put all of this information in ourselves). It would be even better if we could see Joe's friends of his friends as well.
Let me know if there is any possibility of doing this.
05-01-2008 06:30 AM
I am not sure if there is a better way to do this, but my first thought would be to use the "Groups" to achieve this. You can assign certain contacts part of Groups, then subgroups, etc.
06-02-2008 07:45 AM