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Automatica lly Create Companies from Contacts
Many people assume that ACT! does this already and are somewhat perplexed to find that it doesn't. We also need to be able to automatically create companies when importing contact data. Probably the best way to handle this would be to have some additional options in Preferences.
Option 1 - Do not automatically create Companies from Contacts.
Option 2 - Always create a new company if it doesn't exist when adding a new contact and automatically add to a company if it already exists.
Option 3 - Always create and link a new company if it doesn't exist when adding a new contact and automatically link to the company if it already exists.
Jeff
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Jeff, this would be good. I think you do need to have the options as there will always be users that want to have it one way or another.
Having said that I would suggest that option 3 should be the default. We spend an inordinate amount of time training and cajoling clients to create companies. It is a highly under-utilised side of the application. That is mostly because there is so much work involved in manually creating contacts and then linking all the conacts to it.
I think another option should be to ask when adding a contact - similar to the way you can have it ask when adding a contact with more than 2 names how it should parse it.
Sometimes, you do want a new company... and sometimes you might not.
This might make a better default option.
Options 1,2,3 above should also be available for Imports... obviously my one wouldn't apply there :-)
Hi Jeff,
Yes this is definitely one I get asked about regularly. Would be a great addition and massive time saver.
And... we also need the ability to automatically create Companies from existing contacts in the database.
Jeff
I've written a small application for a client that takes all the contacts in a database and creates companies from the existing contacts (and links them to the companies). It also has a button that deletes all the companies from a database (so that you can create a whole new set of companies).
I will be posting the application on our site 123-addons.com next week for anyone interested.
T
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