02-04-2009 09:02 AM
I am in the process of bringing together 10 sales people into one database. I am looking for a way to collect data on a prospects event and store it to the company rather than the individuals (frequent turnover on prospect side). IE one prospect may have one event a year while another has 35 events a year.
I have been advised to create custom field per individual and "duplicate" the individual for each event. Their has to me a smarter way than duplicating John Smith 10 x for 10 events.
02-04-2009 10:15 AM
02-04-2009 10:35 AM
If you are not using opportunities otherwise, you might be able through the user fields and the main opportunity fields to track the events because the opportunities have a one-to-many relationship with the contact records. The other option is with the version you have is the addition of a custom one-to-many table to the database. That is done through the SDK but you best bet would be to use one of the add-ons that automate the creation of the custom tables.
By the way, the board you posted to is aimed at the standard version of the ACT! program and 10-users is the maximum for the standard version.