09-10-2012 07:05 PM
I would like to push the notes that I put in a company to all of the companies contacts (in their notes section). Is that possible natively? If not, is there a 3rd party app that can get this done?
09-10-2012 08:29 PM
I don't know of one. I could write a program that would do it. I can see where it might be useful. Let me know if you can't find one. My contact information is in my signature.
09-11-2012 01:42 PM
Welcome to the Sage ACT! Online Community!
When in the Company Detail screen, you can select (double click) a note you wish to associate with contacts > click Contacts > set to Companies > select the appropriate Company and it will populate the list with the associated contacts > associate all or individual contacts as desired. Click OK to save. The Note will now display within the associated contacts Notes tab. This also works for Groups and History items.
If you are looking for an automated way to do this, there is no built-in function for it.