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PRODUCT | Secondary Contact Wizard

Secondary Contact Wizard

Promote Contacts to Primary OR demote to Secondary with this easy to use tool.

Secondary Contact Wizard box shot

One of the best new features introduced in Act! 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.

Conversely, you may want to make your Secondary Contacts the Primary.

Secondary Wizard allows you do to the conversion either way. When in a contact list, the Secondary Contact Wizard will show up on the Tools menu. Lookup the contact(s) you want to work with, highlight (or select) the ones to promote or demote, and invoke the Secondary or Primary Contact item on the Tools menu.

It will then do the following:

  • Chose to promote to Primary or demote to Secondary
  • 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


Click to view larger image

Secondary Contact Wizard screen shot

There is no trial of this AddOn. We guarantee it works or your money back.

 

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Other products by Patricia Egen Consulting:

Advanced CopyFields Wizard

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Advanced Delete User Wizard

Advanced Delete User Wizard -- Allows the removal of users from an Act! database while retaining a historical reference to entries created by the user being deleted.

Company Wizard Plus

Act! plug-in that works on Contact Lists. All contacts selected will automatically be added to a Company record. If the company doesn’t exist, it will be created. Any contacts with blank names or blank company fields are skipped.

Duplicate Remover Expert Wizard

Batch remove duplicate contacts and companies in Act!. Merge all documents, notes, histories, fields, groups, etc.  Search on up to 6 fields for dups. FREE TRIAL

Fields and Tables to Excel Wizard

Standalone tool that reads an Act! database and dumps all field structures to an Excel spreadsheet. One sheet is created for all entities.

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.

 

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$29.99 -- 1 User
Discount for 10+ copies

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There is no trial of this AddOn. We guarantee it works or your money back.

System Requirements:

  • Windows XP or Vista
  • 1 MB free hard disk space
  • Works with versions of Windows that can run Act!

Compatible with:

Act! 7 / 2005 and Newer

Technical Support
provided by Patricia Egen Consulting

 

 


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