07-22-2016 03:42 AM
I am trying to adapt the generic contact layout and would like to automatically pull across the main company record so if I create a new contact from a company it already has phone number as well as address - how do I do this?
Is there a training video for setting up a completely new database?
07-22-2016 06:17 AM
We have a Knowledgebase article that explains how to edit which company fields are linked to contact fields. http://kb.act.com/app/answers/detail/a_id/19170
We also have a video training library available here that covers many commonly used features, and set-up tasks.
Check out our Resources page for more Getting Started and Knowledgebase content. http://www.act.com/en-uk/resources