08-07-2015 08:24 AM
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?
08-09-2015 05:46 PM
08-10-2015 12:41 AM
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?
08-10-2015 01:49 AM
08-10-2015 07:30 AM
I sell an addon called CompanyMaker that will do it. You can download it from www.adsprogramming.com/products.htm