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TWO contacts on ONE business card

New Member
Posts: 2
Country: Australia

TWO contacts on ONE business card

Hi All,

 

I am new to ACT! and have been customising the fields to suit our business needs. We have single clients as well as coupled clients and I want to store coupled clients under the one business card. Can i make another "Contact 2" field? If so, how?

 

 

JVan

Moderator
Posts: 4,395
Country: USA

Re: TWO contacts on ONE business card

Yes, but it wouldn't have the ellipses button and ACT! wouldn't look at the field for certain features.  You can add multiple contact names to the contact field, but ACT! will not parse the name correctly.  Have you looking at the secondary contact tab?
New Member
Posts: 2
Country: Australia

Re: TWO contacts on ONE business card

If add a client's spouse details into the secondary tab, will i still be able to search for this person's name later down the track using the lookup functions? e.g. search first name
Platinum Elite Contributor
Posts: 6,757
Country: USA

Re: TWO contacts on ONE business card

No, for that you would need to have separate contact records.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129