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Primary Fields not working for Create Contact from Company

Copper Contributor
Posts: 46
Country: USA

Primary Fields not working for Create Contact from Company

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

Bronze Elite Contributor
Posts: 1,427
Country: United_Kingdom

Re: Primary Fields not working for Create Contact from Company

Have you created LINKED fields between Company and Contact tables?

Copper Contributor
Posts: 46
Country: USA

Re: Primary Fields not working for Create Contact from Company

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. 

Bronze Elite Contributor
Posts: 1,427
Country: United_Kingdom

Re: Primary Fields not working for Create Contact from Company

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.

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Primary Fields not working for Create Contact from Company

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/
Copper Contributor
Posts: 46
Country: USA

Re: Primary Fields not working for Create Contact from Company

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). 

 

 

Bronze Elite Contributor
Posts: 1,427
Country: United_Kingdom

Re: Primary Fields not working for Create Contact from Company

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

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Primary Fields not working for Create Contact from Company

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.
Copper Contributor
Posts: 46
Country: USA

Re: Primary Fields not working for Create Contact from Company

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