04-29-2010 10:45 AM
Migrating from Act 6 to 2010. Grasping the whole companies thing which is nice. Moving forward If i make a new company first can I make contacts based off of that information? Like If I have XYZ company and I know that im going to add 15 employees and they are all going to have the same address and number can contacts be made off of companies? or am i coming at this the wrong way? Any insight would be appreciated.
04-29-2010 11:29 AM
What you can do to use a Company to populate contact records is to use the 'Update Linked Contacts' option (under the Company menu). So, you will need to create your new contacts (just enter a Name and Link to the Company). Then you will go to the Company screen and select the desired Company > go to the Companies menu > select Update Linked Contacts. All Linked fields will be pushed from the Company to the Contacts. You can view the linked fields from the Companies (or Contacts) menu > View Linked Fields.
Linking fields is done through the Tools > Define Fields option. For more information about managing fields in Act!, visit this article: