05-26-2010 07:16 AM
We have over 20000 contacts in our Act database, we need to attach a shortcut to a separate PDF file for each contact. The PDF files are in a network shared folder and are named with the policy number that corresponds to the policy number contained in the act database. Is there a way to do this in batches as it will take a lot of time to do this individually.
Any help would be greatly appreciated.
05-28-2010 06:53 AM
Within the Act! program you can only attach documents/shortcuts individually. I'm not aware of any add-ons that will perform the function for you, hopefully someone else will.
If you wanted to attach the document (opposed to a shortcut), you could open the folder containing the documents and drag/drop them onto the appropriate contact's Document tab. This would reduce the number of keystrokes required...
05-28-2010 08:18 AM
We could produce a custom add-on that would enable you to do this.
Is this a one of situation to attach a shortcut to a large number of existing documents but for the future to be attached as they are created?
Is the creation of the policy and placement into a folder being done by people who have access to ACT! at the time or can anyone, irrespective of having ACT!, create a policy?
If you are interested in our designing a custom procedure contact us at the email address below.