I just bought ACT 2013. Last week, I synced my outlook with AT and now have all my contacts on ACT. Well, each contact has a company and an address contained within the outlook contact. Is there a way to use that information to create a company in ACT? I
Also, I created a company within ACT and then added a new contact under that company. However, the address of the company did not show up under the contact. Am I doing something wrong?
Depending on how many contacts you have, there are 2 options for creating Company records:
1. Manually. If there aren't too many contacts, from the Contact Detail view > click Contacts > Create Company from Contact.
2. Import list of Companies. From the Contact List view > displaying the company field > use Export to Excel. Remove all unnecessary fields from the Excel file > then import the file into Companies using File > Import > Excel file > Companies option. You would then need to link the contacts with the Company records.
To update contact information with Company information: select the desired Company record > click Companies > select Update Linked Contacts. This will only update contacts which are 'linked', the ones with the blue/underlined company name.
