05-07-2014 11:35 AM
I already have all the info for the division in a contact record - so can I add or convert this contact record to make it a division of a company?
Please don't link me to a KB article - i don't know why, but I cannot access them (even after logging in).
05-08-2014 01:22 PM
This is in ACT! V16.1 PFW:
Create the Company from the contact record. Go to the Company Detail View, select the Company, then click on the Menu Item Company and select Move Company. You can now move the company to a division of another Company or a division to company status.
05-08-2014 09:09 AM
05-08-2014 01:22 PM
This is in ACT! V16.1 PFW:
Create the Company from the contact record. Go to the Company Detail View, select the Company, then click on the Menu Item Company and select Move Company. You can now move the company to a division of another Company or a division to company status.
05-08-2014 03:24 PM
One more step than I would have liked, but much better than doing everything from scratch.
THANK YOU!!!
05-28-2014 10:56 PM