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on ‎06-05-2013 08:11 AM

This would be ideal for our company too and we already use several other custom links company fields that are linked. Our solution to your issue was to temporarily make a standard user an admin status(without them even knowing of course), import, run Company Maker Pro or create the new companies logged in as that user and then the new companies will be correctly assigned to user. Then we reset their user status back to standard and do the next one if we need to.


At contact level we can do bulk edit/replace field and change record manager BUT it would be very useful to be able to link company record manager and contact record manager and roll those changes down from company.


Is it possible that Act prefers to keep this strong company level feature out of our hands in hopes that we will feel inclined to move up to a more company-centric CRM than the contact centric ACT?

by Nickel Elite Contributor
on ‎06-08-2013 08:36 AM

I never understood why this wasn't set up as the default.