05-10-2010 05:41 AM
05-10-2010 08:58 AM
05-10-2010 11:06 AM
I had the same problem - but created a "dummy" Contact for all of the Companies. Essentially the Contact name was the same as the Company name. And it stored the document history for both.
MY PROBLEM is that there is no way to do this on ACT! for the Web, I can do it on the server, but nowhere else. The problem is all of my 50 users are web based. I called ACT! support and never got an actual answer on how to do it on the web version. Is it just not possible? I can't imagine me having to do all of the mail merges for all users every single time!
05-11-2010 12:04 PM
I remember reading somewhere that the center of ACT! is the contact and everything revolves around the contact, so I think that I did not communicate with one company but with a contact (or contacts) in a company, I think the company is a way to organize my contacts, Like groups, So is necessary that companies have at least one contact to communicate.
05-11-2010 01:07 PM
My organization does the same thing (Companies) are the most important thing to us - not neccessarily a contact in that company. So we send everything, and make all notes, etc within a company instead of a contact.
Instead of adding a "dummy" contact for all companies manually for your 1300, it's way too time consuming to link them. We used something called "Topline Alerts" - what it does is link the company to the contact, that way the document can also be attached to your company history.
Topline Alerts is an Add/On from Topline Results - I think it is about $99 or so. It's a pretty handy program, you can also schedule daily backups with it. That's the only way I know of to do it without manually adding them - which I was not going to do!