Nemesis201077
Technical User
Hi,
I recently started a business and am trying to set-up ACT as our main CRM system.
We are a fire safety company, based in the UK. We've set this up on a shoestring budget due to redundancy, so money is too tight to hire a consultant at present.
What I'd like to do is have for each contact a tab for a particular service, such as fire extinguishers and information about the inventory the contact has. The data I want to record is, fire extingusher type, location, discharge date due, next service date and current service company. Our contacts can have anywhere from 2 extinguishers to in excess of 150 extinguishers.
We also need to record information about the contacts fire alarm, sprinklers, Risers, intruder system, training, risk assessments in as much detail as possible.
Any suggestions on how to design a for for this would be great.
I recently started a business and am trying to set-up ACT as our main CRM system.
We are a fire safety company, based in the UK. We've set this up on a shoestring budget due to redundancy, so money is too tight to hire a consultant at present.
What I'd like to do is have for each contact a tab for a particular service, such as fire extinguishers and information about the inventory the contact has. The data I want to record is, fire extingusher type, location, discharge date due, next service date and current service company. Our contacts can have anywhere from 2 extinguishers to in excess of 150 extinguishers.
We also need to record information about the contacts fire alarm, sprinklers, Risers, intruder system, training, risk assessments in as much detail as possible.
Any suggestions on how to design a for for this would be great.
