04-08-2019 12:29 PM
Since way before my time, my company has structured Act so there is a Contact set up for each company we have as a customer, and additional individuals for that company are listed in the "Secondary Contacts" tab. It is my understanding that Act should be set up so each Contact is an individual and then we should be attaching them to a Company within Act. This set up caused issues when using the old Swiftpage platform for emarketing because we could only email the one address on file for the company within the Contact as opposed to individual Contacts with a Company, and it appears it will work that way for AMA as well.
We are looking to change the way the database is structured to the proper format and was curious if anyone had suggestions on any possible way we might be able to automate that process? I'm all ears for any ideas out there, as I anticipate this will be a very long, labor intensive project.
04-11-2019 10:21 AM
04-11-2019 11:08 AM
Thanks for your reply. We have just under 32,000 contacts and the whole database is just over 2GB. We only have 3 Companies right now, but I doubt they're really utilized. The truth is I'm not super technical either, which makes this a little more challenging. We've been using ACT longer than I have been around (10 years) so the amount of history that would have to be moved is astronomical. To be honest, I didn't even think about moving history/notes, etc.
04-11-2019 12:44 PM
If you have Act! not Online look into an addon product called Oak Merge
One function is:
Add Secondary Contacts and link to the primary contact
...always have a backup! File Backup > prior to any major changes to database
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