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How do I unlink contacts from companies without deleting the company?

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New Member
Posts: 10
Country: United States
Accepted Solution

How do I unlink contacts from companies without deleting the company?

Hello,

 

Yet another ACT! usability failure has popped up for me.

 

I'm trying to unlink multiple records at a time. The only way I've been able to do this is by deleting the company. I do not want to delete the company, I just want to unlink the contacts. Is there any other way to do this? I really don't want to have to go through each contact and manually unlink each one.

 

 

Thanks.


Accepted Solutions
Solution
Accepted by topic author cparker@swatgear.com
‎09-25-2015 03:20 AM
Moderator
Posts: 4,395
Country: USA

Re: How do I unlink contacts from companies without deleting the company?

Lookup the contacts you want to unlink.  Then go to the Companies menu, and select Unlink from Company.

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All Replies
Solution
Accepted by topic author cparker@swatgear.com
‎09-25-2015 03:20 AM
Moderator
Posts: 4,395
Country: USA

Re: How do I unlink contacts from companies without deleting the company?

Lookup the contacts you want to unlink.  Then go to the Companies menu, and select Unlink from Company.
New Member
Posts: 10
Country: United States

Re: How do I unlink contacts from companies without deleting the company?

I'd like to see this option when I right-click on a contact.
Tuned Listener
Posts: 26
Country: USA

Re: How do I unlink contacts from companies without deleting the company?

David, I wanted to unlink multiple contacts and connect them to a new company.  What you suggested below only allows me to unlink and link one record at a time.  Is there a better way to unlink a "lookup" and then link them to a new company?  Thanks for the help.  Best regards, Dan
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: How do I unlink contacts from companies without deleting the company?

You can select multiple contacts on the Contact List, then click Companies from the main menu and select "Link to Company" or "Unlink from Company"

Greig Hollister

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

Tuned Listener
Posts: 26
Country: USA

Re: How do I unlink contacts from companies without deleting the company?

Genius!  Thank you.