Valentine’s Day was first associated with romantic love by poet Geoffrey Chaucer in the late 1300’s, and since that time the February focus on relationships and love has continued to grow. So we figured this is the perfect time to highlight an Act! feature aptly named the Relationship tab.
The Relationship tab allows you to create and document existing influential relationships between contacts in your database based on criteria such as family relationships, contacts belonging to the same professional association, etc. Instead of creating separate groups for small-member associations consider using the Relationship tool to link the members.
Creating a New Relationship
1. From your contact's record, click on the Relationships tab and click Relate Contact in the top left corner of the tab. The Relate Contact dialog box appears.
The Relationship tab allows you to create and document existing influential relationships between contacts in your database based on criteria such as family relationships, contacts belonging to the same professional association, etc. Instead of creating separate groups for small-member associations consider using the Relationship tool to link the members.
Creating a New Relationship
1. From your contact's record, click on the Relationships tab and click Relate Contact in the top left corner of the tab. The Relate Contact dialog box appears.
2. Choose the contact(s) to relate to your current contact, by selecting them from the dropdown in the ‘Relate (contact) to’ box.
3. Under the Define Relationship section, first choose the relationship of your contact to the contact(s) you are linking them to. Then choose that contact's relationship to your current contact. Note: The relationship-type list contains pre-defined relationship types, but you may change or add to these values by clicking Edit List Values at the bottom of the list. You may also just type the relationship description directly into the field.
3. Under the Define Relationship section, first choose the relationship of your contact to the contact(s) you are linking them to. Then choose that contact's relationship to your current contact. Note: The relationship-type list contains pre-defined relationship types, but you may change or add to these values by clicking Edit List Values at the bottom of the list. You may also just type the relationship description directly into the field.
4. You can type in any notes or details regarding this relationship in the Details section.
5. Click OK when finished.
Managing Relationships
Once you have created a relationship for a contact, you will see a list of related contacts under the Relationships tab for that contact. You can quickly go to any related contacts by clicking on their hyper-linked name. You can also edit a relationship by double-clicking on the line item for that relationship, or highlighting it and clicking Edit Relationship. By right-clicking on a related contact, you will find options to relate, edit, or remove relationships, create lookups and more.
Looking for more information on how or why to utilize the Relationship tab or other Act! features? Contact us today by email at info@kristismith.com or phone at (847) 520-0860.
5. Click OK when finished.
Managing Relationships
Once you have created a relationship for a contact, you will see a list of related contacts under the Relationships tab for that contact. You can quickly go to any related contacts by clicking on their hyper-linked name. You can also edit a relationship by double-clicking on the line item for that relationship, or highlighting it and clicking Edit Relationship. By right-clicking on a related contact, you will find options to relate, edit, or remove relationships, create lookups and more.
Looking for more information on how or why to utilize the Relationship tab or other Act! features? Contact us today by email at info@kristismith.com or phone at (847) 520-0860.
