03-06-2017 10:33 PM
I am using Act! Pro Version 126.96.36.199, Update 3. I am curious about the relationships tab. Not sure exactly how it works. When I click on this tab, then click on Relate Contact. a window opens up where I can pick and relate contacts, but there is no OK or enter button to create the relationship. Hence, nothing happens. So, what am I missing here?
03-07-2017 05:18 AM - edited 03-07-2017 05:20 AM
You can find more information on how to use the relationships feature in the following Knowledgebase article: http://kb.act.com/app/answers/detail/a_id/23893
The below video shows the steps taken to add a relationship to a Contact:
if you are not seeing the OK buttons as shown in the video, then I would suggest you update Act! v18 to the latest available version. You can find the update in the Downloads Center. Look for Act! Pro v18 SP2 Update, and then also download and apply the latest update for this version which is currently Act! 18.2 Update 4.
03-07-2017 08:37 AM
Thanks for the video, and it makes perfect sense. Unfortunately, that is not what shows up on my screen. The relate contact box is way bigger, and there is no visible OK button to finish the relationship. I use Windows 10 (which is why I purchased this version). Would you have any thoughts as to what the problem may be? Thanks for your help!
03-07-2017 08:57 AM
06-05-2019 09:49 PM
HI I am really struggling with relationships i have entered 20 users but when i try and relate contacts when i click relate contacts and the menu box comes up with a drop down list the list is empty...... im lost what am i doing wrong.....
06-10-2019 11:54 AM
Do you have a "Edit list values..." button at the bottom of the (empty) dropdown list (as shown in the attached screenshot)? If so, click it and add the types of relationships you want to create.