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link note to multiple companies - 2011

Copper Contributor
Posts: 13
Country: USA

link note to multiple companies - 2011

Is it possible to link notes to multiple companies?

 

Thanks, Telly

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: link note to multiple companies - 2011

Sure... open the Note and click "Share With" ... add the Companies you want it shared with :-)
Copper Contributor
Posts: 13
Country: USA

Re: link note to multiple companies - 2011

when I try that, ACT locks up.  Do you know if I should change any settings before attempting?  Thanks, Telly

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: link note to multiple companies - 2011

At what step does it lock up?
Does it lock up if you try in the demo database?
What build of ACT! from Help | About?
Copper Contributor
Posts: 13
Country: USA

Re: link note to multiple companies - 2011

I'm in ACT! 2011 Pro.  It locks up when I click on the "share with" button.  Same thing happens in demo database.  Right when I click on link to right of share with "...."  ACT locks up.

 

Thanks, Telly

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: link note to multiple companies - 2011

Version 13.0 (which hotfix) or 13.1
Demo as well?

Can you bring up task Manager and see if anything running?
Open Windows Error Logs (Start | Run | Eventvwr | Enter)
See if any error