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Auto Share notes, histories based on contact group

Status: Available in ACT! 2010
by on ‎03-08-2012 11:01 AM

I use to share notes and histories entries with groups, opportunities, companies and etc. to be able to track what Í have being doing with customers in different markets, for example.

Those markets / industries are groups in my database.

I have customers in shoe industry, jewelry, mold and die making, design, education, etc.

Whenever I go to "Groups > Shoe Industry" for example I can see all history, notes opportunities I have in this group.

Most of time I need to share those entries manually something that takes me a lot of time.

On the other hand every company and contact in my database belong to one or more groups.

I would like to see in ACT! the ability to AUTOMATICALLY share entries with all groups and opportunities a given contact belong to and to opportunities belonging to contact.

 

Status: Available in ACT! 2010
You can see related Contact information from the Group or Opportunity detail.
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by
on ‎08-23-2012 10:48 AM
Status changed to: Available in ACT! 2010
You can see related Contact information from the Group or Opportunity detail.
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