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Template or Map from Contact, Group and Company

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New Member
Posts: 2
Country: United States

Template or Map from Contact, Group and Company

Is there a way to merge fields into a template or map an .xls to contact, groups and companies in the same document?

I have tried the mapping but it will only pull info from the contact, even when I use the proper tabe, and the templates do not have the option for group and company.

I am trying to create and Invoice for Order X (Contact field) that was assigned to Group X (group field) and billed to Company X (Company Field).

Thanks,

 

ACT! by Sage 2008 (10.0) Version 10.0.1.199 on Windows XP

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Template or Map from Contact, Group and Company

Pretty  sure you can only map to one of the entity types at a time in any one spreadsheet.

 

Likely due to the issues surrounding the many-to-many nature of relationships between contact, companies and groups.