PRODUCT | Primary to Secondary Contact Wizard

Primary to Secondary Contact Wizard

One of the best new features introduced in the ACT! by Sage starting with version 2005 is the ability to add virtually unlimited Secondary Contacts to any contact allowing you to quickly locate alternate contacts, assistants, family members and other related contacts.

Now that you have the ability to have comprehensive data for a secondary contact, you may want to take contacts that are primary and make them secondary to take advantage of the new capabilities., or take the secondary contacts that were migrated from other CRM tools, and convert them into ACT secondary contacts.

This addon wizard will allow you do to the conversion. When you are in a contact list, the Secondary Contact wizard will show up on the Tools menu. You perform a lookup for contact(s) you want to demote along with the original Primary contact. You highlight (or select) the contact that will be the primary, and invoke the Secondary Contact item on the Tools menu. It will then do the following:

• Show a pop up a menu box that allows you to select whether or not you want to copy all the notes and histories from the contact that is being “demoted” to the primary contact.
• Give you an option to delete the secondary or keep it as a primary as well

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Primary to Secondary Contact Wizard

Tool to demote primary to secondary contact. You have the option to copy all the notes and histories from the demoted contact to primary contact. Gives you an option to delete the secondary or keep it as a primary.

$29.99 -- 1 User
Discount for 10+ copies

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System Requirements:

• Windows XP or Vista
• 1 MB free hard disk space
• Works on Windows 7 with the versions of ACT! supported on Windows 7

Compatible with:

ACT! 7 / 2005
ACT! 8 / 2006

ACT! 9 / 2007

ACT! 10 / 2008

ACT! 11 / 2009

ACT! 12 / 2010

ACT! 13 / 2011

ACT! 14 / 2012

Technical Support
provided by Patricia Egen Consulting

CONTACT US  1-800-806-5288
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