12-31-2012 09:04 AM
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
01-02-2013 06:35 AM
01-02-2013 06:37 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
01-02-2013 06:57 AM
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.