10-28-2013 07:34 AM
I'm currently using Sage ACT! Premium 2011 Version 13.0.401.0, Hot Fix 2, English (United States)
My two questions:
- How can I mass delete companies with the criteria of no associated contacts?
- How can I mass delete companies with contacts using contact look up criteria I select?
My database is hugging 20K records and is badly in need of a clean up.
Either an upgrade or add-on would be acceptable. Thanks in advance.
10-29-2013 05:56 AM
I would recommend upgrading,particularly if you can do so before 10/31, when the latest version runs out. There are numerous new features and bug fixes that may offer you good value for the investment.
That being said, there is no reason to feel that you need to delete Companies and/or contacts because you have 20,000 contacts in a database. Act! can handle that volume with no problem, and if the contacts/prospects are in the database, they remain a resource for marketing even if they are not current, active customers.
I don't know offhand of a product that will create a lookup for empty companies.