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Creating company records real-time

New Member
Posts: 13
Country: Canada

Creating company records real-time

Hi all

 

is there a way (or a tool available) that lets an ACT user as they create a contact to also just create a company at the same time vs. having to create a company separately.

 

Ideally the contact would then be auto-linked to the company at the same time, again to avoid extra work


Thanks in advance

 

Sean

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Creating company records real-time

Here is an option for creating Companies for contacts (and linking them): Company Wizard

 

There may be other options that fit your needs, please review the 3rd party add-ons at this web site: Sage ACT! Add-ons

Greg Martin
Sage
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Creating company records real-time

Hello Sean,
This is not an available feature in ACT!, but there is a third-party add-on that can do this for you:
Company Wizard: http://www.actaddons.com/products/2005/company_wizard.asp
Company Wizard Plus: http://www.actaddons.com/products/2005/company-wizard-plus.asp

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

New Member
Posts: 13
Country: Canada

Re: Creating company records real-time

Hi Greg

 

We are actually using Company Wizard, and have spoken to them, but it's not 'real time'.  you have to go into ACT, select Company Wizard, and then run it --it will not currently do what I am looking for.