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Relationships ACT! Pro Version 17

New Member
Posts: 5
Country: USA

Relationships ACT! Pro Version 17

I just loaded ACT! with data from a bunch of Excel files but it doesn't let you load the relationships on import.  I now have over 20,000 relationships to setup.  How can I create these?  It's obviously too many to do by hand.  Each Contact has a field called Person ID and of course I have a file like

 

Person ID     Reletionship                    To Person ID    ReciprocalRealtinoship

101               Referring Physicain         723                   Patient

1456             Genetic Counselor          4598                 Research Enrollee

5678             Family Contact                5679                 Family Member

 

Is there some kind of SQL back door or some kind of software?

 

Thanks.

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Relationships ACT! Pro Version 17

The importing of relationships is not a current feature.

It is possible to directly edit the SQL database in order to perform advanced actions, however Swiftpage cannot provide support for this. There may be scope for an Act! Certified Consultant to help you out here. You can use http://acc.swiftpage.com to find one local to you.
Silver Super Contributor
Posts: 2,328
Country: USA

Re: Relationships ACT! Pro Version 17

I can create you a relationship importer.  Contact me offline if you are interested.


Stan


If you would like to get more out of ACT! you can find an ACT! Certified Consultant near you by going to:www.act.com/acc.
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Stan Smith
ACT! Certified Consultant
ADS Programming Services, Inc.
(205) 222-1661
www.adsprogramming.com
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