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advanced contact searching, mass contact making from companies

Tuned Listener
Posts: 45
Country: Poland

advanced contact searching, mass contact making from companies

Since this is my first post i would like to greet Everyone on forum. 

 

1)  I recently try to use and increas my abielieties in ACT Premium but since in poland there is so few documentation other than standard quick start book its sometimes hard Smiley Sad

 

Is there a way to have some advenced contact search  like

 

find all contact that its linked company have "field x" containing "abc"

 

sth like sql inbase " select " , maybe  there are  tools which allows to add sql search to some buttons or other way to aquired  such  searches , 

 

2) i have 5000 companies imported from sells programm , is there a way to change them alll into contact (linked to the company it is made from) sth like the programm tools "create contact from company" but for all company i would like ? not only one ?

 

Thanks for help .

Roman Jędrzejowski 

Tuned Listener
Posts: 45
Country: Poland

Re: advanced contact searching, mass contact making from companies

have AO some idea ?
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: advanced contact searching, mass contact making from companies

Hello Roman,

Welcome to the Sage ACT! Online Community!

 

While you can perform a Lookup of a field with 'Contains > ABC', it will not differentiate between linked and not-linked company.  I'm not familiar tools that may allow this type of search, others in the Community may have information.

 

For creating Linked Companies from contacts, here is an add-on that will perform the function: Company Wizard 

Greg Martin
Sage