02-12-2013 02:48 PM
We have ACT 2011 version 184.108.40.206 hot fix 1. We have customized the Database to reflect additional tabs and fields to assist us with our customer and prospects. We want to start using the ACT e-marketing function from swift page but need to change the database to Company based instead of Contact based. We have 5 extra email address fields but that won't work with Swift page for the email marketing abilities they require the emails to be in the primary email field. So we need to move to a Company Based Database with individual contacts so their emails can be placed in a primary email field.
I know that we can export all the field information to an excel spreadsheet and import that into the new Company Database fields (after we create the layout with those customized fields) but how can we import the notes, history and activities to the new DB.
We have a contact database of 3600 plus contacts which are really companies with 5 emails for each.
Are their any special things we need to create the company layout. The customized fields and tabs are working well for our needs. I know if needs to be a .aly file instead of a .cly file. Is there a way to take the existing .cly file and save as an .aly file.
Has anyone done this before? Any helps, things to watch for and tips would be very much appreciated.
02-13-2013 07:19 AM - edited 02-13-2013 07:19 AM
Welcome to the Sage ACT! Community. So you have contacts that are actually companies with several email addresses each - are you now looking to split those into individual contact records (people), each with their own primary email?
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
02-13-2013 08:19 AM
Greig, your summation is correct. The companies are actually in a contact database.
We have a highly customized layout (.cly file) and we want to keep that layout ( I am guessing I will need to change it to a .aly file and need to know how to do that) then I need to import everything into the new Company database including the notes, history and activities.
02-19-2013 06:26 AM
02-19-2013 09:10 AM
02-19-2013 12:24 PM
Unfortunately, communication will need to be done through the Community.
1. Notes from a contact to a Company: There isn't an option for importing notes into a Company.
2. Startup in Company view: This isn't an option in 2011. It has been added in 2013.
3. If you are working mainly in the Company view, you will still need a contact layout - but it doesn't have to be customized, it can be the default layout.
4. I think I understand what you are attempting, but the Swiftpage integration will only work with Contact records. It sounds like you want to create Company records (Company view) and send mail blasts using those Company records.
You can't add a Marketing Results tab to a Company layout.
02-19-2013 12:35 PM
02-20-2013 09:13 AM
02-20-2013 01:57 PM
02-21-2013 06:50 AM