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Can I create a Companies group similar to Contact groups

New Member
Posts: 1
Country: United States

Can I create a Companies group similar to Contact groups

I just got ACT! and can't do a function that I would love to be able to do.

 

Can I create a "Company Group" and get the results like a "Contact Group"?

 

I work with Insurance Agencies and imported all the offices in my area as "Companies".  Within each office/company are agents (contacts).

 

I would like to be able to seperate the "Companies" into trees like below:

 

State Farm

         - Ms. Brown' s State Farm

         - Ms. Smith's State Farm

         - Ms. Jones' State Farm

 

Nationwide

 

         - Ms. Green' s Nationwide

         - Ms. Black's Nationwide

         - Ms. Whites' Nationwide

 

Allstate

         - Ms. Bean' s Allstate

         - Ms. Smythe's Allstate

         - Ms. Junes' Allstate

 

Is this possible?  Then within each company the agents/contacts are added.

 

Thank you in advance!

Moderator
Posts: 4,395
Country: USA

Re: Can I create a Companies group similar to Contact groups

You can create divisions for companies

 

- Open the Company Detail view.
- In the Companies tree, select the company you want to add a division to.
- From the global toolbar, click the arrow next to New, and then click Division.
- Complete the information as needed.