ACT! v16 how to import contacts with company and automatically link

Carl_Dunaway · ‎11-12-2013

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!?

dshaw111 · ‎11-12-2013

Carl,

I agree with what you say and there has been a suggestion to switch this non-address fields on or off to accommodate your point.

David Shaw
Act! Certified Consultant since 2001
Office: +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail: dshaw@act4u.org

DP · ‎07-01-2014

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.

- DP

Re: ACT! v16 how to import contacts with company and automatically link