06-11-2008 02:33 PM
Need to merge Excel database and import to ACT.
There are multiple contacts from each institution (hospital). These contacts may have different phone numbers,
fax numbers, e-mail addresses, and may even be at different locations. We also need notes and history for each of
these contacts on an ongoing basis.
How do I do this import? Do I use Groups and Subgroups, or Contacts and Secondary Contacts,
Which version of ACT should I be using?
P.S. I have a sample file available, but do not see how I can attach it.
06-12-2008 08:06 PM
If you need to keep notes and histories on them individually, you need to make each a seperate contact.
You can make each instituation a Company and the locations to be divisions within the Company.
If you have a large number, you might find it's easier to use itImport to do the importing as it can create the companies and locations for you on the fly.