04-14-2010 07:51 AM
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.
04-15-2010 08:59 AM
04-15-2010 10:06 AM
See if the Company Wizard add-on will do what you are looking for.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
09-17-2010 05:18 AM - last edited on 09-17-2010 06:22 AM by ghollister
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]
06-05-2011 08:47 PM
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