therealarchduke
IS-IT--Management
I'm in need of a method to add a list of items within a contact record in Act! 2005. Specifically, we sell kiosks, and a given contact may purchase more than one kiosk, and each kiosk may be slightly different in terms of features and hardware than the others. I have about 15 variables that I track for each kiosk we sell.
While I have no problem creating a nice layout in Act! to provide me with detail on one kiosk, I'm not sure how I can use this layout to record more than one kiosk purchase. Ideally I would be able to create a custom tab, and on that tab would be a drop-down list of kiosk names, and when you select a given kiosk name, the 15 fields pertaining the kiosk properties would be populated appropriately. You would be able to click on an ADD button to add a new kiosk to the list.
Anyone have any ideas on how I might do this? thanks!
While I have no problem creating a nice layout in Act! to provide me with detail on one kiosk, I'm not sure how I can use this layout to record more than one kiosk purchase. Ideally I would be able to create a custom tab, and on that tab would be a drop-down list of kiosk names, and when you select a given kiosk name, the 15 fields pertaining the kiosk properties would be populated appropriately. You would be able to click on an ADD button to add a new kiosk to the list.
Anyone have any ideas on how I might do this? thanks!