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Linking Contacts to Companies

New Member
Posts: 2
Country: United_Kingdom

Linking Contacts to Companies

Hi,

 

I've just purchased ACT v17 and have imported 27,000 contacts from our Excel database. I now want to created linked Companies for all Company data contained within the contact cards. I can create the Companies from the Contacts ok but am disappointed to learn that the link between the two has to be manually set-up; I thought it logical that these links would be established as the companies were set up. I also thought that all the primary fields would be copied over but alas no!

 

I've spokne to Swiftpage who support us and they advise I need to source a plug-in that will do the job. 

 

Can anyone help me?

 

Many thanks,

John

Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: Linking Contacts to Companies

Tools | Preferences | Admin | Company Preferences | Company Creation

This can auto create and link the Company record from the Contacts
New Member
Posts: 2
Country: United_Kingdom

Re: Linking Contacts to Companies

Hi Mike, 

 

Thanks for your response. I have done this already and now have 24,000 company records and 27,000 contact records. Unfortunately the contact names are not linked to the companies and do not show on the contacts tab on the company record. It is this link that I was hoping to auto create, however I'm advised that this has to be done manually which will be quite a task, give the number in the database!

 

Do you know of any plug-ins that are available to achieve a global link?

 

Thanks,

John

Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: Linking Contacts to Companies

That's very odd ... Mine are linked.

Could it be that you have the Company Creation field in Preferences set to 0?
Silver Super Contributor
Posts: 2,328
Country: USA

Re: Linking Contacts to Companies

I sell an addon called CompanyMaker that will do it.  You can download it from www.adsprogramming.com/products.htm

 

Stan


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