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Creating Company records from contact records

Copper Contributor
Posts: 27
Country: Australia

Creating Company records from contact records

Hi

 

Say I enter a contact and fill in the company information for the contact in the contact area. Say the contact is Jane Doe from ABC company and I enter her name, the company name, the company website, and her company address.

 

After I save the contact, it has not created a corresponding company record. 

 

Is there a simple way to get ACT! to create and autopulate a company from the information entered for the contact?

 

ACT! 2009

 

Thanks

Moderator
Posts: 4,395
Country: USA

Re: Creating Company records from contact records

Unfortunately, there isn't an option that will automatically create a company from a contact.   You can manually do this by going to the Company menu and select Create Company from Contact.