08-08-2012 10:33 AM
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.
This sort of accopmlishes what I want, but is there an easier way to group Companies?
08-08-2012 10:39 AM
08-08-2012 10:46 AM
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...
08-08-2012 10:54 AM
08-08-2012 11:38 AM - edited 08-08-2012 11:40 AM
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:
[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?
08-08-2012 01:43 PM