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Groups of Companies

Skilled Commentator
Posts: 70
Country: USA

Groups of Companies

Hello Sage ACT! Community,

 

How can I make a group of Companies instead of a group of contacts?

 

The only way I can find to group Companies is to Fill their ID/Status with something, and then do a loookup of companies under that field. 

 

screenshot2.png

This sort of accopmlishes what I want, but is there an easier way to group Companies? 

 

Thanks,

 

David


 David Kimball
 davidvkimball.com
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Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Groups of Companies

No other option ... you can create a separate field and format it differently. But still doing a lookup
Skilled Commentator
Posts: 70
Country: USA

Re: Groups of Companies

So if I wanted to print labels of content from a group of Companies (via this lookup method), how would I do that?

 

Right now, it only pulls the Address fields from the linked/associated contacts and NOT from the Company address fields...


 David Kimball
 davidvkimball.com
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Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Groups of Companies

You'd need a custom report.

Mail, in theory, goes to people (contacts) not to a company ...
Skilled Commentator
Posts: 70
Country: USA

Re: Groups of Companies

[ Edited ]

I get generally you make labels for people, not companies, but in this case, 401(k) Prospects are company-based not person-based. People come and go, but the company remains the identifiable factor.

 

Alright, for a custom report, all I want is Avery 5960 Labels with:

 

[Company Name]

[Comp. Street Address]

[Comp. City][Comp. State][Comp. Zip]

 

I attempted to edit the template, saving it as a new report but I couldn't find an option to put in Company fields. The only options were Contact fields and My Record.

 

Instead I tried using the Work Addresses from the contact fields, but the spacing was strange and it didn't work correctly.

 

Is there a way I get copy currently-existing company-related labels that work? 


 David Kimball
 davidvkimball.com
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Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Groups of Companies

Labels are regarded as a contact report. You'd need to create a new Company report.

If you can't figure it out, I'd suggest contacting Roy at Tech Benders:
http://techbenders.com/2010/08/act-labels/
Skilled Commentator
Posts: 70
Country: USA

Re: Groups of Companies

Thanks for the referral! I'll contact him immediately. 


 David Kimball
 davidvkimball.com
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