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Contact Layout to Company Layout Conversion

New Member
Posts: 15
Country: United States

Contact Layout to Company Layout Conversion

ACT 2010.

I have the perfect Customized Contact layout, with multiple custom fields. I would like to copy that layout and use it as the company layout, I would probably delete one or two fields, not sure which ones yet.

 

Is there anyway to convert the contact layout to a company layout?


Thanks,

Joe

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Contact Layout to Company Layout Conversion

Joe,

Unfortunately, the Contact layout won't convert to a Company layout.  The fields you have added to the Contact table (and subsequently the contact layout) will have to be created in the Company table (Tools > Define Fields > Company) and then the Company layout updated accordingly with the new fields.

Greg Martin
Sage