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!
Not Available | |
Product | |
N/A | |
Act! for Windows | |
Act! v19, Act! v20, Act! v21, Act v22, Act v23 | |
Perpetual |
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