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Linking 14,000 contacts to Company records.

Copper Contributor
Posts: 23
Country: United States

Linking 14,000 contacts to Company records.

I have a client with an ACT! 2009 database consisting of 25,000 contacts. From the contact data, he wants me to create Company records and link the contacts. There will be about 14,000 Company records created. I can create the 14,000 Company records by exporting data from the Contact records and importing the data into new Company records. However, the only way I can find to link the contact records to the company records is by clicking on the button to the right of the Company field in contact records. Is there a faster way to link 14,000 contacts to companies? Thanks.

\Richard Dernberger

ddernberger@jcscomputer.com

Copper Contributor
Posts: 24
Country: India

Re: Linking 14,000 contacts to Company records.

Hi ,

 

 

we can't do it Directly but we can use an add-on to do that

 

visit this webite :

 

http://www.123-addons.com/

Copper Contributor
Posts: 23
Country: United States

Re: Linking 14,000 contacts to Company records.

Thank you, but it looks like this addon creates Company records for all contacts in the database. I need more control over the process, like selecting from contacts in a list view.
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Linking 14,000 contacts to Company records.

Richard,

See if the Company Wizard add-on will do what you are looking for.

Greig Hollister

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

New Member
Posts: 1
Country: USA

Re: Linking 14,000 contacts to Company records.

[ Edited ]

Mr. Dernberger, if you are reading this, please call me. I had a server crash with ACT and need your help.

 

Pat Parrott (The Parrott Team of Rochester Hills MI)

 

[Edit: Removed phone number. Please convey personal information via Private Message]

Copper Contributor
Posts: 12
Country: Australia

Re: Linking 14,000 contacts to Company records.

I believe you can create a lookup first then use the addon, only applying to the lookup.  So if you can identify which contacts you want to use to create companies from you can use one of the company creater addons