11-13-2015 11:10 AM
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?
11-16-2015 02:43 AM
11-16-2015 08:20 AM
I can create you a relationship importer. Contact me offline if you are interested.