06-17-2009 09:41 AM
We are running ACT by Sage Premium 2009 and are about to receive a 16,000 contact list to merge into our existing database.
Companies are organized first by Company and then each location is created as a Division of the company. For example:
Company: ABC Company
Division: ABC Company - Wilmington, NC
Division: ABC Company - Plymouth, MA
All address information and contacts are linked at the division level.
Is there a way to import a list of companies from a tab delimited text file and flag a division level company record as a subgroup of a company? The goal is to load all the companies one time, and the divisions fall under their appropriate parent company.
I ran a test import with a tab delimited file and all the companies appear at the same parent level. I adjusted the "HasSubGroups" and "Hierarchy Level" fields but it did not make a difference. Is there another field that matches the company and division data points?
06-18-2009 11:21 AM
06-19-2009 07:55 AM
I was afraid of the "you need to purchase an addon" response.
Can anyone make a recommendation on addon products that would work for our needs?