09-28-2016 09:57 AM
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 22.214.171.124
Thank you in advance!
09-28-2016 02:38 PM
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.
09-29-2016 02:02 AM
09-29-2016 05:39 AM
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).