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Notes Tab for Secondary Contacts

Status: Available in ACT! 2010
by Stevelinski on ‎07-17-2012 01:20 PM

In secondary contact window - I have been wanting to make some notes specific to individual secondary contacts. Just wondering if you can add a notes tab in addition to the Phone tab and the Business Address tab. Thanks for considering this! If anyone likes this idea, let me know your thoughts!

Status: Available in ACT! 2010
Also you can use the relationships tab to keep track of primary contact relationships.
Comments
by
on ‎07-17-2012 01:54 PM

The "religious" view of ACT! is that contacts that you want to track that sort of data and deal with individually should be promoted to Primary Contacts ... if you want them linked, you use company records

 

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ACT! Evangelist
GL Computing, Australia
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by
on ‎08-23-2012 09:24 AM
Status changed to: Available in ACT! 2010
Also you can use the relationships tab to keep track of primary contact relationships.
by Stevelinski
on ‎08-24-2012 04:57 AM

Some secondary contacts that I enter are for FYI only and therefore, I never intend for them to be primary. However, my expectation of my database is that it is central to my business and therefore is helpful to have a place to make notes about everyone, regardless of there place in my business world. Thanks for the possible work arounds but a notes tab on the page needed is essential to my initial log entry. I will enter a suggestion as well.

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