02-22-2013 12:02 PM
I'm not exactly sure what you are asking, but..
When contacts are attached/linked to a Company, the Contact's Notes/Histories/Activities will all display under the Company tabs.
If you want individual Notes/Histories/Activities to be assigned to the Company, you can use the 'Share With' option to permanently attach it to a Company(s).
02-28-2013 04:56 AM
02-28-2013 06:55 AM
You are correct, the linking is one way from Company to Contact fields. There isn't an easy/one click way to create the Companies and populate them with the contact data.
Depending on how many Companies you will be creating:
- Small number: From the Contact Detail view, you can use the "Create Company from Contact' option (click Contacts > Create Company from Contact)
- Large number: I would use your idea to export contact information to Excel and then import the data as Companies.
When importing Companies, be sure to test with a small number of Companies - if the fields don't map correctly, it will be easier to delete the imported Companies and start over.
And... always make a backup before performing imports (File > Back Up > Database).
04-01-2013 09:31 AM
I am just about finished with this project but still need your help. I have exported everything in to excel, set up the customized fields in the Customer layout and did the customized importfrom excel. All of the information in the customzed fields imported perfectly except the address and the city. I did some research and found that those are some primary or default fields so I created another export with only those fields and the phone and company name. This time when I did the import I did a typical import since that indicated the default fields. It did bring over the Address and City the other customized fields became blank and now I have some duplicate companies with separate information. I need to either merge the companies, or copy and paste the phone and city and delete the duplicate company or hopefully you have another suggestion. There are 3600 original customers and now I have 4000 customers some of which are now duplicated with only partial information. do you have any suggestions?
04-05-2013 08:11 AM