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Something that annoys Act! users is that if you create a History record for an Opportunity, it doesn't automatically link that History to the Contact record.
We've created a simple plugin for Act! that fixes this. Simply install the plugin, and then when you create a History record for an Opportunity, it will automatically link that History to the Contact (or Contacts, if more than one) that are attached to that Opportunity. Simple!
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| Product | |
| N/A | |
| Act! for Windows | |
| Act! v19, Act! v20, Act! v21, Act v22, Act v23 | |
| Perpetual |
Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.
Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.
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