08-11-2010 12:13 PM
My company is starting a new office and we are moving sales guys to the new office. We want to export the data from our current database and create a new one for the new office with the data of the sales guys moving.
I can do to exports, company and contacts, after I do a look up based on record manager. THe problem is nothing is linked together. The companies all show up as do the contacts, but the contacts aren't linked to the companies.
Is there a way to do a complete export based on Record Manager or should I not even be exporting? What is the best way to go about this?
08-11-2010 02:14 PM
Two options come to mind -
One is get an inexpensive addon that mass updates the contact/company link, or
Do a Save Copy As... of the database, then with each copy, delete what you don't need from each one, leaving you with two new databases specific to your Record Manager requirements.
Hope this helps...
08-12-2010 05:55 AM
The Save Copy As is a great idea. I've started with the contacts and that worked. I can't delete multiple companies in Company List. Is there a way to delete multiple companies in Act 2009 Premium?
08-12-2010 09:37 AM