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add contacts from company view

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Bronze Super Contributor
Posts: 1,474
Country: USA
Accepted Solution

add contacts from company view

At one time I thought it was possible to add a contact from the Company view, but it appears to be gone.  

 

Just validating one has to use the contact view then link to a company.

 

Many thanks.

John Purdy
ACT! Premium V. 20.0.159
HP ENVY 17m, 16GB, & Office 365, 32bit, 1TB HDD.

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Accepted by topic author jnpurdy
‎04-15-2019 11:32 AM
Silver Contributor
Posts: 1,715
Country: United_Kingdom

Re: add contacts from company view

Hi John

 

I still have this option under companies. Act! Premium (Web) Version 21.0.295.0, Update 7
English (United Kingdom)

 

In company view go to Companies in the top line

 

Now chose create contact from Company.

 

You may get an erroneous message about creating a duplicate, just ignore this and it will create the contact record with all linked fields included.  

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Solution
Accepted by topic author jnpurdy
‎04-15-2019 11:32 AM
Silver Contributor
Posts: 1,715
Country: United_Kingdom

Re: add contacts from company view

Hi John

 

I still have this option under companies. Act! Premium (Web) Version 21.0.295.0, Update 7
English (United Kingdom)

 

In company view go to Companies in the top line

 

Now chose create contact from Company.

 

You may get an erroneous message about creating a duplicate, just ignore this and it will create the contact record with all linked fields included.  

Bronze Super Contributor
Posts: 1,474
Country: USA

Re: add contacts from company view

Thanks - hidden in plain sight .

John Purdy
ACT! Premium V. 20.0.159
HP ENVY 17m, 16GB, & Office 365, 32bit, 1TB HDD.