07-01-2013 03:56 PM
I have been an Act user for sometime now, and I believe when I started, there was only contacts and groups. I would like to now transfer all of my groups into companies, but the problem is I have customized my layouts for groups. Is there a way for me to transfer my customized layout in Groups to Companies? I'd hate to have to recreate the layout, if I don't have to.
I know that I can right click each group and convert it to a company, but it won't help me if the layouts are different, and the data won't transfer over to the correct field.
Thanks so much for your help.