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Hyperlinked Companies

Copper Contributor
Posts: 49
Country: Canada

Hyperlinked Companies

Hi everyone,

 

I've starting important company and contact information into Act! The company name is not hyperlinked after the import, however, and I would like it to be while I'm viewing Act! contacts in List View. How can I accomplish this?

 

Thanks,

 

T

 

  • Act! Premium Version 18.1
  • Microsoft Office Version: 1705
  • Shared Database
  • Windows 7

 

Employee
Posts: 116
Country: USA

Re: Hyperlinked Companies

28638 How can I automatically assign contacts to a Group or Company as soon as they’re imported into the database?

 

http://kb.act.com/app/answers/detail/a_id/28638/kw/company%20membership

Bronze Elite Contributor
Posts: 1,427
Country: United_Kingdom

Re: Hyperlinked Companies

I think this is what you are looking for so ACT automatically creates a company and links the contacts or just links if the company name already exists in Company table.

 

  

  1. In Act!, click Tools > Preferences
  2. Click the Admin Tab, then click Company Preferences…
  3. Under the Company Creation section, enter the number 1 so that it will create a company for every contact and link subsequent contacts.

Tick both boxes if not ticked for best results as well.