10-10-2012 07:32 PM
We recently started using ACT Premium 2012 and we have imported very basic contact records from Outlook. This included a Company for each contact.
When viewing an imported contact record in ACT the company name is in the correct field, but when we click on "Companies" on the default left hand menu the companies related to the imported contacts are not there.
How do we get all those company names to be recognised as companies by ACT?
10-11-2012 01:04 AM
You need to create the Company first, and then add or link the contact to that company.
Please refer to this KB article on how to manage companies. There are 2 different ways to give a contact membership to a group or company.
If you create a specific rule for company membership, then contacts will be dynamically added to that company. The article will step you through how to do this.
10-12-2012 01:12 AM
I'm sorry Cherie I think perhaps I didn't explain myself properly.
I have imported 400+ contacts and I want to create the Companies from the contacts. I am wanting to avoid manually creating each company.
Are there any third party tools that will do this?
10-12-2012 03:05 AM
You can create a company from the contact. When you have a contact in detail view from the top contact drop down menu select create company from contact. But again, this is still one company at a time.
I believe there are a few add ons, Company Wizard Plus or Company Maker. I've never used either though, so can't vouch for how good they work.
10-12-2012 07:28 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.