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...

https://keystroke.ca/apps/our-free-act-plugins

2017-03-03 00:26:09
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