07-10-2012 11:12 AM
Sage ACT! Community,
2 Questions:
#1: Updating Address Fields on Contacts
Here's the process:
Create a Contact > Add name > Add Preferred Mail Address > Click Preferred: Home or Work. *Nothing happens*.
When I click a preferred, shouldn't the respective field update on the other tabs? For example, if I clicked "Work" as prefered, shouldn't the address appear in the "work" tab?
#2: Obtaining Work Address from a Company
On any particular Contact, is there a way to retrieve a linked Company's Address fields to the "Work" Address fields?
Thanks in advance,
David
![]() | David Kimball davidvkimball.com ![]() ![]() ![]() |
07-10-2012 05:11 PM
David, I believe you have it backwards. You fill in other Tabs with appropriate addresses, leaving 'Preferred' Mail' blank. Then to swap in the Work address as the Preferred Mail, you click the Work button and ACT4Advisors fills in the Preferred Mail fields with the Work Address.
07-10-2012 01:46 PM
07-10-2012 02:33 PM
Yes an interesting one as well
07-10-2012 04:20 PM
I've used Auto Field Calc to do this sort of thing before.
http://exponenciel.com/actaddons/actaddon.aspx?ID=111
Ben.
07-10-2012 05:09 PM
I believe those Screen Shots are from Scott Abboud's ACT4Advisors. He has a function in there that let's you select which Address is the Primary Address for labels, merges, envelopes, etc.
07-10-2012 05:11 PM
David, I believe you have it backwards. You fill in other Tabs with appropriate addresses, leaving 'Preferred' Mail' blank. Then to swap in the Work address as the Preferred Mail, you click the Work button and ACT4Advisors fills in the Preferred Mail fields with the Work Address.
07-11-2012 09:48 AM
That is correct. The add-on is Act4Advisors, and yes. I did have it backwards. Thanks!
And great, I will look into the automatic field calcuator.
![]() | David Kimball davidvkimball.com ![]() ![]() ![]() |
07-12-2012 09:29 AM
Can anyone answer my second question?
If I have mutlipe contacts from on company that all share a work address (obviously) , is there an easy to way to set a rule for a contact's "work address" field to update with its company's address?
![]() | David Kimball davidvkimball.com ![]() ![]() ![]() |
07-12-2012 10:10 AM
David, if you're using Company Records, and you're linking the Contacts to the corresponding Company Records, changes to some Company fields, including the Address and Website fields, among others, will propagate down to the linked Contacts automatically. Be careful, because that can have some unintended consequences, say in the case where the contact's address is different from the Company Address, like their home office address. Changes to the Company Address will overwrite that home office address.
07-12-2012 11:30 AM
OK, so in other words, I click Companies > Update Linked Fields and when the dialogue box comes up, I click Yes.
Since I have the Act4Advisors add-on, I think I need to specify the transference to a different field (I think it's Mailing Address 1 or something).
Thank you, I was able to allow Shipping Address 1 for Companies to be linked to Mailing Address 1 for Contacts, inculding City, State, Zip, etc.
![]() | David Kimball davidvkimball.com ![]() ![]() ![]() |