03-08-2010 12:13 PM
Does anyone have any ideas or tricks for getting new contact data from sources like website contact pages, email from a new contact, LinkedIn, online business directories etc. I'm talking one at a time here, not bulk uploads.
The problem is this: I'm talking to a new contact and need to enter him into my ACT database, and I'm looking at all his details on one of the above record types. What follows is a lot of tedious copying and pasting, field by field, flip - flopping from window to window (unless you minimise each window while you do it), then I need to make sure the Company record is created too.
Am I missing something - is there an easier way????