It would be a very useful time saver if the fields that are Linked for the Contact to be updated with from the Company record were also included when we 'Create Company from Contact'. Why not, haven't we already specified that we want them to match?
Or is this already happening in later versions than ACT9 (2007)??!!
Entering new Contacts, Companies and Addresses from other digital sources - www Contact page, email, Word doc etc.Status: Submitted for voting
I am in a phase of business where I am picking a lot of new contacts. The biggest time waster is manually entering Contact details when it is sitting there already keyed in an email or on a website contact page or a Word doc I have received, or online business directories I subscribe to, LinkedIn etc etc, the list goes on, you get the picture. (Or a Company or Contact has sent a change of address in any of the above formats.
Obviously one of the problems is that there are as many formats and layouts as listed above. I recall that in Outlook I could copy a whole address and paste it straight into the Contact address and it would manage to get all the address lines, city and Postcode into the right fields. However I don't think it is possible to make that work for all the examples above.
My idea is:
A Contact/Company Name and Address editing window. It would be opened by buttons on the Company and Contact Detail toolbars.
It would look like this:
The window would be divided in half vertically.
The left half would have the following Act fields:
Company; Division; Contact Name; Address lines; Ph numbers; Post Code etc
Option to include any other Company/Contact fields
Company Logo (a new picture field in the company record I just thought of!)
Option check boxes: Add new Contact; Add new Company; Update existing Company/Contact (drop down name selection) and there may be more.
The right hand window would be blank Word style field onto which you can paste the whole name and address info you have copied from the source word or html document/website etc.
THEN I could just highlight the lines or details I need and DRAG them to the right Act field (which applies the Act formating for that field of course). Once completed, I click Apply and Voila, a new Contact and or Company appears in my Act database, or is updated as applicable.
I dream of the days I could be spending on the beach once this incredible time saving process is implemented!!!!!