Want to win a PS4? Go Premium and enter to win our High-Tech Treats giveaway. Enter to Win

x
?
Solved

Act! CRM one-to-many relationships

Posted on 2011-03-02
3
Medium Priority
?
440 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
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 2
3 Comments
 
LVL 30

Accepted Solution

by:
Mike Lazarus earned 2000 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 does it mean to be "Always On"?

Is your cloud always on? With an Always On cloud you won't have to worry about downtime for maintenance or software application code updates, ensuring that your bottom line isn't affected.

Question has a verified solution.

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

A Stored Procedure in Microsoft SQL Server is a powerful feature that it can be used to execute the Data Manipulation Language (DML) or Data Definition Language (DDL). Depending on business requirements, a single Stored Procedure can return differe…
In this article, we’ll look at how to deploy ProxySQL.
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 lesson discusses how to use a Mainform + Subforms in Microsoft Access to find and enter data for payments on orders. The sample data comes from a custom shop that builds and sells movable storage structures that are delivered to your property. …

604 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