Solved

Act! CRM one-to-many relationships

Posted on 2011-03-02
3
434 Views
Last Modified: 2012-05-11
Hi,

Is it possible within Act 2011 to include 1-to-many relationships? for example, for a single contact record in Act, I need to link multiple mortgages this contact has taken over the years.

In another example, contact record is a pharmacy client/patient and against this need to record details of treatments over time. wish to store info in database type tables & not  text notes.

If this is not included within Act, pls point me to relevant add-ons.

Thanks
Jay
0
Comment
Question by:Jay_Ratansi
  • 2
3 Comments
 
LVL 30

Accepted Solution

by:
Mike Lazarus earned 500 total points
ID: 35025739
There are two possible ways:

1. If you're not using the Sales Opportunities area, you may be able to customise the Sales Ops tables to fit your needs

2. If you are using them, or they don't suit your needs, then you can use one of the custom table addons like itTables - http://www.glcomputing.com.au/main/62/1
0
 

Author Closing Comment

by:Jay_Ratansi
ID: 35046964
Many thanks for your prompt response.

Including your suggestion, I've now 3 addons to evaluate : Durkin Toolkit, TopLine Designer and itTables.

I'd appreciate if you know of any article comparing these.

Regds
Jay
0
 
LVL 30

Expert Comment

by:Mike Lazarus
ID: 35047248
Haven't seen a comparison .... the tables they create in ACT! are all about the same ... so really a question of the UI you prefer
0

Featured Post

What is SQL Server and how does it work?

The purpose of this paper is to provide you background on SQL Server. It’s your self-study guide for learning fundamentals. It includes both the history of SQL and its technical basics. Concepts and definitions will form the solid foundation of your future DBA expertise.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

SQL Command Tool comes with APEX under SQL Workshop. It helps us to make changes on the database directly using a graphical user interface. This helps us writing any SQL/ PLSQL queries and execute it on the database and we can create any database ob…
As technology users and professionals, we’re always learning. Our universal interest in advancing our knowledge of the trade is unmatched by most industries. It’s a curiosity that makes sense, given the climate of change. Within that, there lies a…
This video walks the viewer through the process of creating Hyperlinks for the web and other documents. Select the "Insert" tab: Click "Hyperlink":  Type "http://" followed by a web address to reference a website or navigate to a document to ref…
This video shows where to find templates, what they are used for, and how to create and save a custom template using Microsoft Word.

831 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question