04-03-2012 07:13 AM - edited 04-03-2012 07:16 AM
So I just found out that you can assign individual calls to a massive list instead of having to go one by one through all contacts..
Can you do the same with creating companies from each contact?
I am going to import a list of 700 contacts relatively frequently..and obviously..manually creating each company from each contact will take a lifetime.
Please let me know if there is a way to do it in one shot, or a method to speed up the process?
04-05-2012 08:32 AM
While there isn't an option within Sage ACT! for creating Companies in a wholesale fashion, there is an add-on that will perform the task. Here is a link to information on Company Wizard; there may be other add-ons available that will also perform this function.