07-25-2013 11:37 AM
I'm still trying to figure out why I can't get the drop down menu on the Company. Well, I'm trying to get a list of Companies in the database and when I run company report, I get a blank page. On the Navbar, click on Company tab and no company name show up...
What am I missing?
Sage ACT! Pro 2013 Version 15.0.301.0
07-25-2013 12:36 PM
Company records are not created automatically unless you specifically create them. When you click on the Company tab on the left panel, do you see company records?
07-25-2013 12:51 PM
On the Nav Bar on the left, click the Company tab, the screen pops up with the columns (Company, address1, etc.) but no companies or data is visible as part of a list.
07-26-2013 09:03 AM
That is the answer. Companies are a separate table inside of ACT. You must create the company records - they are not automatically created for you. On a Contact record, at the top, click on Contact - then at the bottom of the drop down you will see Create Company from Contact. It will create a company record for you there.
Under Tools - Preferences - Admin - you can set your preferences for what happens when new contacts are added and there is already a company record. They will get linked to it by default.
If you want to do a mass update of companies you need an addon tool to do so.
07-26-2013 01:27 PM
When I creat a Contact using the method from below, now the company name is underlined? Is that normal? Seems annoying visually.
Can you recommend an addon? I have 12,000+ companies in my database.
07-27-2013 01:04 PM
07-29-2013 07:52 AM
Now the Company field is not auto-populating as I enter characters. Anyone? I'm following all the instructions on any posting with info on drop down Menu or Company... ugh...
07-29-2013 02:22 PM
Fritz, check your private email. Also, the only way the field will auto-populate is if the company name is on the dropdown. You want to use the little grey box to the right of the name and "link" it to an existing company. My private email will help.
07-31-2013 07:12 AM
Thanks, I got the private email and I'll look into it shortly.
I'm very familiar with the drop down/grey box. I've been using Act since V2. I do have a customized layout. I have several fields with the drop down option (see the little grey box which you can select a name or edit). The COMPANY field is set up exactly as the other fields with Drop Down option and yet the Drop Down option does not appear only on the COMPANY field. Plus, the names of the companies would auto-populate in the field as I typed letters and now with whatever modification I've done, the COMPANY field is no longer auto-populating.
I've created a custom report of just the Company names. I'm going through the 17,000 company name list to edit out errors/typos, firms out of business, etc.. Then go to Define Fields > Manage Drop Down List > Edit Drop Down Lists > Import Drop Down List Items.
But that would take some time to run through 17,000 names...but I've needed to edit the names for a very long time...
I'll look at the private email shortly...