Good morning everyone,
I'm a new user and I have some Outside Sales people who still use ACT. I have never used ACT so I was unsure how Zimbra compared.
Well for an outside salesman they are having problems with the Calender. They want the calender to be more user friendly. In ACT you can make appointments and follow ups a lot easier. Also the notes of the meeting are automatically put into the contacts notes. Act seems to really link everything together. All appointments and all emails are linked into that contact and are kept with the contact forever.
My questions is how can I make this a little more user friendly for a ACT user? Also how do I link my calender to my contacts? I would like to link the notes and appointment info to each contact that I have/use.
Any info would be great. Thanks ahead of time.