single contact or couples?

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Kim Lindsay

• July 02, 2015 16:40

Newbie to ACT -- just setting up the program... wondering how to handle couples... does each person need to be set up as an individual contact or is it possible to merge the two? I am a mortgage broker, and often talk to hubby and wife about the same mortgage... would like notes together... as well, as for mailing lists (xmas list for example), I need both people on one label/envelope... Is there a way to do this?

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• Official comment

  

  Act! Team

  • July 02, 2015 16:55

  Hi Kim,

  Each person added to your Act! Cloud account will need to have its own contact id. You can create groups where you can merge people from the same Company, State, Zip code.... you desire.

  Notes can not be merged on the contact ID but you can create an activity with more than one contact and add notes (the notes will show separately on both contacts).

  Currently there is not print option in Act! Cloud nor option to create labels.

  For the way you describe I would recommend creating two contacts but change the way they are listed to Last Name and one other field.
  https://actcloud1.zendesk.com/hc/en-us/articles/204763729

  Kind Regards
  Brittany Roberts

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