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New to 6 used ACT long ago. We used to see details for the Company

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dw1

IS-IT--Management
Oct 2, 2002
47
US
New to 6.0 used ACT long ago - I remember we used to see all activities for the Company. But now only the Contact activities are available; is there a way of seeing all company activity on one screen?

Example, If I have the ABC company and John Doe and Jane Doe are contacts for ABC. I want my team to know I talk to Jane and I would like to see the Sales team is going golfing with John. Instead of looking at every contact for that company; can't I see every activity for ABC?

I hope this is a no-brainer, if not I will be forced to go join John and the sales team in a game of golf instead of busting my butt to making there life even easier.

Thanks
 
Depends on how the records are set up. If Jane is a second contact in John's record, then all activities would be associated with that record. Since v4.x, groups have been available, you could create a group for each of the companies you have mulitple contacts for and schedule group activities, when appropriate.

HTH

swk
 
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