11-16-2016 09:23 AM
I'm very very new at ACT !!
I have a question that maybe someone could help me with
When I am creating a new contact for an existing company(customer) and I
search and select the existing company in the dropdown
why won't it bring up the company address, phone, fax, info that is
already in the "company" record
I find I have to type this information in on the actual contact
Is there a setting or something that needs to be turned on to make this information come across to my new contact?
11-16-2016 10:54 AM
You can do this very easily. You just need to update the linked information on the Contact record which is taken from the Company record.
To do this, while viewing the new contact you've just linked to a company (the company name is now underlined), simply click the Contacts menu, and select Update Linked Contact. This will then pull the data from linked fields in the Company record.
The best practice method for creating new Contacts within an existing Company, is to do this from the Company record. Once you're on the Company record, click the Companies menu, and select Create Contact from Company. This will create a new contact for you with the linked company fields pre-filled, you only need to add the name and any other contact details for the new contact.
One you're familiar with this process, you can learn more about field linking, and how to change which fields are linked, from the info in the following Knowledgebase article: http://kb.act.com/app/answers/detail/a_id/19170
11-17-2016 01:26 AM
You're welcome Jan.
To help you learn more about Act!, we have a large network of Act! Certified Consultants who provide training opportunities for people new to Act!, or looking to learn more. You can find a partner local to you here: http://partners.act.com
We also have a number of free training resources available on our website: https://www.act.com/resources