Primary Fields not working for Create Contact from Company

[brienne]

I have set a number of fields (mainly custom fields) up as Primary Fields, but when I select Create Contact from Company it doesn't copy the data from the Primary Fields as it is supposed to.

Does it not work for custom fields? 

I am using Sage ACT! Premium 2013 Version 15.1.108.0

Thank you in advance! 

Brienne Stepan

[ch1p]

Have you created LINKED fields between Company and Contact tables?

[brienne]

We are in the process of re-linking fields (which will update the contacts), but wondering why this isn't working as is for Primary Fields. 

[ch1p]

Primary fields will be copied if you duplicate a record, linked fields will create a contact with information from the linked company fields if you create contact from company.

[Gary W]

Hi brienne,

chip1 is correct, what you are describing is linked fields, not primary fields. See the following Knowledgebase article for more info: http://kb.act.com/app/answers/detail/a_id/19170/

[brienne]

That was my original thought, but when I looked in ACT help and searched Create Company from Contact it says that it duplicates the Primary Fields (snip attached). 

create contact from company snip.JPG ‏95 KB

[ch1p]

Looks like 1 for Gary to take to design team help writer unless we are both wrong. 

[Gary W]

Well spotted brienne!
I've tested to confirm it is the linked fields, and fed this back to the team responsible for the help files.

[brienne]

Thank you so much for checking Gary and sending the follow up information!   =)