11-12-2013 08:00 AM
It seems the create company option does not populate the company address fields as desired. Oddly that is the way it is supposed to work???
So how do I take a ordaniary list of contacts which include the company names and import into a new install of ACT! thus creating a database?
Without this capability how is a new user supposed to start using ACT!?
11-12-2013 08:32 AM
07-01-2014 01:14 PM
I am brand new to ACT, and am trying to import a list of 200 companies, with 1 to 3 contacts each.
Has anyone found a way to:
Import a list of companies?
- Then, import a list of contacts ,that will link to the correct company?
- I called ACT sale, and they sent me a link from swift that gives instructions. I can't get it to work.
http://kb.swiftpage.com/app/answers/detail/a_id/15208/kw/Importing%20a%20contacts%20into%20cav
http://kb.swiftpage.com/app/answers/detail/a_id/11633/kw/Importing%20a%20contacts%20into%20cav
- DP