04-16-2008 02:49 PM
I am cleaning up the ACT DBase that got handed to me....it currently has 11,000 Contacts....When pressing the 'Contact List' button -- All the contacts (with no company) and companies are listed together..... Is this the appropriate way of using ACT... or should I divide the data base into: Contacts (with no company) and Companies ???
Or am I just better off creating a dynamic group for each...? and leaving the DBase as is...
1. The Companies - dont come up by pressing the "Company" button...I have added some manually - but there are just too many to continue this way --- Is there a way to put mass quantities of Companies under the company button
2. After I have the Companies listed under the company button, I would like to take all the company branches and list them under the approriate company ---- Is there a 'mass' way to do this ( I know that I can add quantities of contacts to the company by filtering criteria) but that does not get them placed as a division....
06-14-2008 06:40 AM
Maybe look at CompanyMaker or CompanyMakerPro from http://www.adsprogramming.com/products.htm
11-21-2008 02:33 PM
Thanks Mike --
I will look at that website - I am still amazed that I cant simply select one option that makes all contacts that have a company field filled in --- a Company -- I have to do them all manually ???
11-26-2008 04:42 AM
You can fill in the company field, but not link them...
You might post a request for this feature to be considered for a future version here - http://www.act.com/community/feature
Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on.