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User Fields or some other way?

New Member
Posts: 2
Country: United States

User Fields or some other way?

OK.. I am setting up an Act database to manage exhibitors for a number of conferences/ trade shows. Some of them will be exhibitors at one or all of the events - this I am tackling by putting them into groups by event.

 

My quandary is in how best to identify them as different types of contacts. Some will be the "Contract/ Fees" contact and others will be the "Logistics/ service kit" contact and there are a number of other contact types that may apply. Some contacts will only get one of these labels while others could have all of them. I need to label them so that when defining a report to generate an email blast or the like, I can ask for "X" group and then all records that have the "Y" label or multiple labels...

 

Thoughts?

Moderator
Posts: 4,395
Country: USA

Re: User Fields or some other way?

You can create a drop down list with the different types and allow multi select.  This will allow you to select one or all types for your contacts.

 

How to Create and Manage a Drop-Down List in ACT!