Company Versus Contact
Tastes great, less filling? Left brained, right brained? Company
name, Contact name? Not that the last pairing is one of the
great debates of our time, but when you think of your clients
(prospects and customers) which comes to mind first, Company,
"Look Up" functions in ACT! works well with either
company name or last name. But the ACT! calendar program default
is set to last name. Therefore the task list in each calendar
view shows contact names and phone numbers, not company. The
philosophy here is that we have relationships with people,
not companies. However, for many salespeople their first thought
is of the company by name. ACT! does accommodate this mindset
in its preference settings (Edit//Preferences, under the "Calendars"
tab, "On calendars show" check your preference).
But this requires several steps to change back and forth.
ACT! accommodate a split personality viewing his or her calendar
with fewer steps? Happily, yes. In any calendar view, pull
down the "View" menu. The bottom item in the list
is either "Company Names Only" or "Contact
Names Only". Clicking the appropriate item will satisfy
either side of the argument when the mood fits.
the "Task List" view only shows tasks with contact
names. This may not be changed. Those Purple pills may be
the answer to help some folks cope here :-)