05-20-2011 12:28 PM
Finally made the plunge with ACT! 2011 Premium today! Loving it so far although plenty of setting up to do before I can actually start receiving the benefits from it.
So far, its all just a case of defining fields and adjusting the layout etc.
One brick wall I have come across however is setting up an additional tab.
I want to duplicate the Opportunities feature and call it a policies section. I am an insurance broker and want to attach policies to my contacts (and some companies). Is there anyway I can create a second 'oppurtunities' feature, calling it something else with its own set of fields and so on?
05-20-2011 12:35 PM
The short answer in no. However, ACT! provides the capability of adding custom tables but you need a third party plugin to allow you to define and design your custom table. Two very good ones are Topline Designer and the Durkin Toolbox.
05-20-2011 01:43 PM - edited 05-20-2011 01:51 PM
Are you trying to track anything (think being able to a look up and find something based off a field value or do reporting) with this policies tab / field or do you just want to be able to attach an XLS, PDF or DOC to the contact that currently has this policy in place or has been quoted this policy?