Something that frustrates 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're pleased to report that 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!
Find all our free Actcessories at...
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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