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by JM
on ‎07-16-2015 12:46 PM

Running ACT Prem I created an extra email field (my secondary contact person) so my contact records can have 1 or more email contacts. This allows me to have my sent email message with multiple customer contacts in the TO or CC fields to get stored in the contact record history.  Same for an inbound message I click on attached to ACT contact record.

 

As for your company employee turn over your model should be a sales rep having a standard address Sales@ABCCorp.com associated to the ACT Record Manager field account.  When there is a new person you only edit the record manager contact first and last name fields.

 

The other method if you want the personal name of sales rep in the email address. You could create the new sales Rep contact record, look for all contacts with the record manager sales rep name.  Then do a replace field value for the Record Manager.  

JM

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