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Link a scheduled Meeting to multiple contacts in ACT!
9/27/2006 7:48:15 AM Link 0 comments | Add comment

2005 Sept, ACT!, Calendar

Sept 5 2005
Q:
I use ACT! 6.0 to manage my contacts.  Sometimes I need to schedule a meeting that involves more than one contact and I would like to ‘link’ that meeting to all the individuals involved so it can be tracked in their Notes/History section.  How can I do this?
A: ACT! is a great software to track and record historical activities with all your contacts.  Instead of creating individual meetings for each contact involved with a specific meeting, you can create a single meeting and link it to all contacts in one motion.  Here’ how:

In ACT 2004/6.0 and 5.0
1. Contact > Schedule Meeting
2. Add any details about the meeting you would like to record
3. Click the 'Contacts' button at the right hand side of the window – about mid way down
-All the contacts in your database are displayed in the left column
4. Select ‘Contacts...' from the drop-down menu
5. Select/Highlight on the Contacts you want to 'link' to this Meeting
6. Click the 'Add >' button
-When all the contacts are selected
7. Click 'OK'
8. Click 'OK'

ACT 2005/7.0:
1. Schedule> Meeting
2. Add any details about the meeting you would like to record
3. Click the 'Contacts' button at the right hand side of the window – about mid way down
4. Select/Highlight 'Select Contacts...' from the drop-down menu
-All the contacts in your database are displayed in the left column
5. Select/Highlight on the Contacts you want to 'link' to this Meeting
6. Click the '>' button
-When all the contacts are selected
7. Click 'OK'
8. Click 'OK'

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