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"Membership Expiration"

New Member
Posts: 2
Country: United States

"Membership Expiration"

We are trying to use ACT to manage about 600 records of individuals (all affiliated with a company record). The company has a membership that conveys to the individual.

 

Is there a way that we can place an event or something on a company record that would then appear on all of the records of the individual contacts that are associated with it?  Subsequently I would like to be able to set reminders or at least search for these "events" (the expiration of the memberships).

 

Thanks,

Bronze Super Contributor
Posts: 1,679
Country: Australia

Re: "Membership Expiration"

I would create a COMPANY field of "Membership Expiry" and then link that to a CONTACT field of "Membership Expiry"

 

Then when the Company field is updated, you can update linked fields, the contacts will have the updated Membership date.

 

Ben.

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: "Membership Expiration"

You might try out a trial of the Smart Notes add-on. It might be able to do something regarding the notifications.