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Link contact to company

New Member
Posts: 1
Country: USA

Link contact to company

I have imported company and then imported contact from same list. IE same company name and adress for contact, They not linking. I have check setting and automatic config. The only way I can get contact to show on company is to create criteria? Do I have to create crieria for 5000 companies or surely this should be handled by the link setting for company and contact? URGENT!

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Link contact to company

Hello odysseyz,
Welcome to the ACT! Community. Unfortunately, ACT! will not automatically link contacts and companies unless they are matched through dynamic criteria. I believe this is a feature that is planned for the next release (ACT! 2014). For the current versions, there is an add-on product called Company Wizard that can do this for you: http://www.actaddons.com/products/2005/company_wizard.asp

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.