Now that you have the ability to have comprehensive data for a secondary contact within Sage Act, 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.
System Requirements: ACT! 2007 and higher
Your software/license key will be supplied via email within the next 24 hours.