Active Relations

Active Relations also has it's own letter writing utility.  This allows you to create templates for writing letters that incorporate data from both the current contact and the selected contact in the Relationships tab. 

Click here to see a quick demo of how Active Relations works with ACT!

Groups are a natural way of associating contacts with each other, but there are some relationships that do not lend themselves to grouping.  Placement firms need to keep track of which candidates they have sent to which clients.  They also need to schedule activities and write letters that pull information from both contact records. Groups don't allow this.     Perhaps a law firm needs to keep track of people involved with a particular legal action.  They could create a group for each action and associate each contact with the group, but how do they indicate who is opposing council, defendant, witnesses, experts, etc. without creating numerous subgroups for each action? 

The relationships as you define them are displayed in a table on a Tab at the bottom of the ACT! layout. 

The only limitation on these relationships is, any one contact can define relationships to a maximum of 19 other contacts. However, a contact can have unlimited dependent relationships.  Used properly, your ability to define useful relationships between contacts is almost unlimited.  The Active Relations Users Guide discusses in detail the best way to use the program to maximize its use.

Active Relations installs with 10 pre-defined relationship types with the ability to add 26 more.  If the default 10 types do not suit your needs, they also can be modified to more adequately reflect the types of relationships you wish to draw.

Click here to see a quick demo of how Active Relations works with ACT!

Active Relations sells for $65 per seat, (A 10 license pack available for $520).  A new installation has a 30 day "lifespan" and must be registered (via phone or e-mail) within 30 days of installation for it to continue to operate.