Community
Showing results for 
Search instead for 
Do you mean 
Reply

Company Contacts

New Member
Posts: 1
Country: United States

Company Contacts

How do I enter a new contact for a company without having to re enter company info on contact.  Will that info not automatically transfer?
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Company Contacts

Hello jbrown4778,

Welcoe to the ACT! Online Community. There are two ways you can do this:

 

* Pull up an existing contact for that company, right-click on the record and select Duplicate Contact. This will only duplicate the contact info, not the notes, history, etc.

 

* If you have a created Company record for the company, then go to that record in the Company Detail View, highlight it, and go up to Companies/Create Contact from Company. This will create a new contact with the company record's address, phone, etc.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.