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grouping contacts within one company

New Member
Posts: 1
Country: United States

grouping contacts within one company

I am trying to enter a list of new contacts who all work for the same company.  I would like to link them somehow so that I dont need to retype address etc each time.  For some reason I am not able to create a company record.  I have tried to go to the create new company page and have entered information and saved it.  But when then go to look up companies there is no listing.  help!! what am I doing wrong?  

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: grouping contacts within one company

[ Edited ]

Hello roberta,
Welcome to the Sage ACT! User Community. These two Knowledgebase articles will help explain how companies and company linking work:

http://kb.Sagesoftwareonline.com/cgi-bin/Sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=2688...

http://kb.Sagesoftwareonline.com/cgi-bin/Sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=2689...

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.