Community
Showing results for 
Search instead for 
Do you mean 
Reply

Auto link contact w/ companies on import?

New Member
Posts: 4
Country: United States

Auto link contact w/ companies on import?

When importing companies and contacts, is it possible to have them link automatically? We are trying out ACT for the first time and dismayed that it appears we will need to manually link hundreds of contacts and companies ... even though the company fields are identically populated in both the company and contact views.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Auto link contact w/ companies on import?

Unfortunately this is not an option, although there are add-ons that will do it like itImport

 

You might post a request for this feature to be considered for a future version here - http://community.act.com/t5/SHARE-YOUR-IDEAS/idb-p/ideas

Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on. It also allows other users to vote on these so Sage can get an idea of the demand

Copper Contributor
Posts: 27
Country: USA

Re: Auto link contact w/ companies on import?

Ha!  You write this like there a chance that Act cares about even the most basic functions.  Nobaody waste your time with submitting feature requests to act.  They don't care and they don't update their products other than bug fixes and updates to the latest version of windows so they can keep selling their lousy product to those of us who are trapped because it's too much of an effort & time to move to a product that has basic functions.

Platinum Elite Contributor
Posts: 14,384
Country: Australia
Copper Contributor
Posts: 27
Country: USA

Re: Auto link contact w/ companies on import?

I certainly hope it makes a difference.  A complete rewrite of the platform needs to be done so that upgrades & maintenance become more regular & consistent.  Act can't even import or export a vcard unless you use some convoluted emailprocess and then only if you are forced to use 32-bit Outlook.  In so many ways there are 1990's features that we're still waiting for.  I guess I'm the fool for thinking htat each new release will have some basic features.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Auto link contact w/ companies on import?

Well, the 32-bit Office is is mainly Microsoft's who haven't been able to update their ActiveX controls to 64bit.

Microsoft actually advice using Office in 32bit mode unless you need to use Excel spreadsheets larger than 2GB because the 64bit version won't work with most addons and is actually slower in many functions.

Also, much of the vCard issues came from many other products mishandling the standard ... eg, ACT! was one of the fist products to allow multiple contacts in a vCard file - something Outlook only recently caught up with

What 1990s features are you referring to?
Copper Contributor
Posts: 13
Country: India

Re: Auto link contact w/ companies on import?

Hi,

 

 

he is right in act we do not have option to do but there is work around that you can try, if you are importing contact from excel or CSV's file

 

if you are importing contacts 

in excel along with contact information add company column

after import completed or before 

go to company add a criteria if company name are same it will automatically add

or you can do lookup using company name and manually add so you do not want to do separately

 

 

 

 

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Auto link contact w/ companies on import?


cthomas1017 wrote:

 Act can't even import or export a vcard unless you use some convoluted emailprocess and then only if you are forced to use 32-bit Outlook.


For the record:

  • Salesforce cannot import vcards w/o first importing them into outlook
  • Same with MS CRM

64bit Outlook is a problem with many systems also...