02-01-2011 05:52 PM
I'm currently using ACT 2010 Version 18.104.22.168, Hot Fix 1 on Win 7.
Let me explain my business and hopefully someone can offer some assistance on the best way to use ACT for this.
I'm a roofing estimator and have clients that have purchased more than one product from me at different times.
After each product is installed a detailed report comes back to me that we call a "costing", much like an audit for the job.
This information must be recorded and analyzed against the original estimate and contract for profit margin analysis.
Using ACT now...~~~~~~~~~~~~~~~~
Currently I'm easily able to handle all the estimates and converstion to jobs or signed contracts using the "Opportunities" feature in ACT. This works fine until I have a repeat client.
For the costing info I have created a new "Tab" using the Layout Designer and placed all the fields I need there. This works fine for most clients until they purchase a second time.
So I need to be able to associate detailed inforamtion to each opportunity, sometimes multiple times for a single customer.
Thanks for any help in advance.
02-02-2011 09:11 AM
My suggestion would be to get a plug-in like TopLine Designer which would allow add a custom one to many table to the opportunities and use that instead of fields in the opportunity table. That would allow tracking multiple purchases with the same opportunity.
02-10-2011 02:22 PM
I have come up with a solution for this.
I've added a tab to my opportunity layout. On this tab are all the fields I need for the project/job costing or audits. This way for repeat clients each will have a unique opportunity with the correct costings.
To do this means I had to create all new fields for Opportunities and input all the old data from previous opportunities.What a drag ACT can't liink or duplicate fields into different layouts, WITHOUT a third party solution.