Creating a company from a contact

Creating a company from a contact, the time saving Act! function. You are used to adding interested parties as contacts in Act!. After successfully turning the lead into a customer you want to create a company out of the contact. But you receive an error message  “There is no company name for this contact. To create a company record from this contact, type a company name in the Company field.”

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Act! for Web, remote database or Handheld Contact ?

Act! for Web, remote database or Handheld Contact  – which is the right solution for me? We have previously written quite a few articles in which we informed about opportunities for mobile access to Act!. In order for you to make an informed purchase we have set up a comparison for your convenience.

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Linking Companies – greyed out button

Linking contacts to companies is a basic feature of Act! CRM, making it easier to manage customer communication with multiple members in the same company. Or making sure, that you do not mix up customers with similar names – quite an embarrassment when you call a contact and start talking about a project or sales offer and you contacted the wrong company. It works the other way around when you communicate with multiple contacts in the same company. Collect them all in one list in order to find the right contact by simply selecting the company.

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Field Security Settings

How can access to field values be managed?

In Act! you can use field security settings to limit user or team access. For example you can use field security so that certain user or user teams can change a customer status. The field values in turn can be viewed but not changed by other users. You can also set a standard authorization for all fields. 

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Handwritten Signature in Act!

Personal documents with your handwritten signature

Most communication with your customers takes place via e-mail. E-mail has become a most important tool, but often corporate design is neglected. A personal signature in an e-mail in corporate design of the company has a positive effect on the company’s image. Something which customers develop in view of the company over time. This is why it is worthwhile to invest the time in e-mail templates or drafts for other documents. signature in act_logo

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