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How to create easily a company then some contacts ?

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New Member
Posts: 30
Country: Belgium
Accepted Solution

How to create easily a company then some contacts ?

Hello !

 

When I want to create a company and then create a contact which belong to this company, I feel the procedure quite unhappy and I would like to know if there is a simpler way to create a contact after the creation of a company.

 

After the creation of a company, if I want to create a contact which belongs to this company, here are the steps I follow :

  • I click on the "add/remove contacts" on the "contacts" panel.
  • in the "static members" frame, I click "contacts" then on "New contact".
  • I have to type again the name of the company, carefully since if I make a mistake, Sage will not connect my contact to the right company. I feel this step uncomfortable because I was in a given company while I clicked on the add contact button. Thus for me, I want to add a user to THIS company and I should not have to write its name again...
    (Moreover, the fields I see in this screen are not the fields I designed in the contacts' layout...)

Is there an immediate/easier way to create a contact which belongs to the company I've just created ?

 

Thank you very much for your advices !

 

Best regards,

 

Trucmuche


Accepted Solutions
Solution
Accepted by topic author trucmuche2005
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: How to create easily a company then some contacts ?

Create the company and stay in the company view.

From the company menu, choose Create Contact from Company

this will take you to the contact view with the new company created and ready for you to add the contact name.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

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All Replies
Solution
Accepted by topic author trucmuche2005
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: How to create easily a company then some contacts ?

Create the company and stay in the company view.

From the company menu, choose Create Contact from Company

this will take you to the contact view with the new company created and ready for you to add the contact name.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 30
Country: Belgium

Re: How to create easily a company then some contacts ?

Thank you very much ! So simple... :-) Wonderful :-)