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Fast Tip Friday: Keeping Data Current with Sage Business Info Services for ACT! #SageACT

by bwhalen_sage on ‎02-04-2011 10:35 AM (1,104 Views)

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As you may know, Sage ACT! 2011 includes Sage Business Info Services (powered by Hoovers™) that help you find new leads based on the traits you’re looking for, along with business info for known contacts and companies, including profiles, financials, industry information, news, and more. After you have located and imported new leads, you can keep address and phone information current with a quick and simple import! You may also use this same strategy to update any existing Contact or Company in your database, providing the Contact or Company can be located in the Sage Business Info Services database.

 

Updating Contact Data with Sage Business Info Services for ACT!:

 

 

1.  From within Sage ACT!, lookup a Contact.

 

2.  From the Contacts view, click the Web Info Tab

 

3.  Under the ACT! Business Info heading, select the Company Contacts link.

 

4.  Select the Contact(s) to update, and then click Import Selected Contacts…

 

5.  When prompted to Open or Save the file, choose Open. The Sage ACT! Import Wizard launches.

 

6.  To quickly update your Contacts with new data, select the Typical import option, or to customize the merge behavior or field mapping, select Custom import.


7.  Click Finish to complete the update; the selected Contact(s) will be updated with any data that may have changed since you created or imported the contact!

 

Comments
by
on ‎02-04-2011 11:41 AM

Seeing as this is one of those functions that doesn't really work outside North America, would it be possible to hide it on international installs?

 

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Australia
http://Blog.GLComputing.com.au
http://twitter.com/GLComputing

Join the LinkedIN ACT! Fanatics Group - http://www.linkedin.com/groups?gid=49896

by bbalsley
on ‎02-04-2011 04:32 PM

Hi,

 

Actually, Sage Business Info Services for ACT! contains information on companies worldwide. For example, there are over 2 miliion company records available for Australia alone.
.

by
on ‎02-04-2011 04:42 PM

Only 211 according to: http://www.hoovers.com/hooversdirectories/geography-1.html

 

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Australia
http://Blog.GLComputing.com.au
http://twitter.com/GLComputing

Join the LinkedIN ACT! Fanatics Group - http://www.linkedin.com/groups?gid=49896

by peterrabbage
on ‎06-09-2011 10:11 AM

According to the Hoovers website http://www.hoovers.com/hooversdirectories/geography/europe/united_kingdom-1.html They only list 3622 records for the entire UK. Surely this cannot be correct?

 

As I am looking for businesses in the North East only, they want to charge me £35+ a month to access a handful of companies' data. Surely there should be thousands of businesses in the North East alone?

 

This just doesnt seem right. As Hoovers are a dunn and bradstreet company, the dunn and bradstreet printed directory used to include 1000's of companies for this region.

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