01-22-2009 04:34 AM
We are a firm of accountants (apologies for that!). Some of our customers have a number of companies. Hence, in our ACT! Marketing database, the same Contact name appears multiple times, albeit against a different company in each case. Often, these people have the same e-mail address for all of their businesses. We are in big danger of upsetting some people by sending them 5 or 6 letters/e-mails about the same thing. What's the best way to handle this situation?
We really need a separate record for each business so we can record what products they purchase from us - and more importantly, the products they don't purchase from us!
I have 'played' with ACT! for many years but I'm stumped on this one. Any suggestions on the best way forward?
01-22-2009 07:59 AM
01-22-2009 06:14 AM
Rather than create the companies as contacts, create them as companies. This way they could share multiple contacts/email addresses and other information.
Some layout customization could also alleviate some of the replication when sending emails. Our CC's do a phenomal job of customizing your ACT! database to meet your needs, contacting one of them could be an effective means to an end.
01-22-2009 07:42 AM
I'm very grateful for your input. However.....
The problem is one contact with multiple companies - rather than one company having multiple contacts, which ACT! handles very well!?!?!?!
Not sure what you mean by layout customisation helping with email replication? I've tailored many ACT! databases but I'm sorry that I've missed your point here. Are you able to amplify?
01-22-2009 07:59 AM
01-23-2009 04:33 AM
Okay, I've set up my company records and have associated contacts. I have a multi-select Products field on the Company layout and have populated this. I do a query on this field and it happily selects all the companies that have a certain product......
......How can I now perform a mail-merge to all the contacts associated with all the company records selected?