Fast Tip Friday: Linking Companies to Contacts for Easy Updates #SageACT
on 02-11-201112:43 PM - last edited on 02-14-201111:45 AM by tmergel
As you learned earlier, you may use Sage Business
Info Services to update existing Company data in your database. After that data
is updated, you can quickly cascade those updates to multiple contact records
if they are linked. Linking Contacts and Companies has the following benefits:
shares the contact's activities, notes, histories, and opportunities with its
Lets you update the contact record with basic
company information when you change company information.
In this week’s tip, you’ll learn how to link one or
more Contacts to a Company. Next week, we’ll explore how to push updates and
configure which fields are linked.
To link a single contact to a company:
1. From within Sage ACT!, lookup
the Contact Detail view, click the
browse button (...) next to the Company
The Link to Company dialog box
3. From the View list, select Companies or Companies List.
The Companies view displays the Companies tree (including divisions) to select
from. The Companies List lets you choose to include divisions in the list to
4. Select the company or
division to which the contact should be linked.
5. Click OK. The Company now displays as a hyperlink that when clicked, will
open the Company record.
linked contact is a static
member of the company. Updates to select Company fields can be pushed to all
linked contacts and the linked contact's notes, activities, histories, and
opportunities will appear in the linked company's tabs.
To Link multiple contacts to a company
1. Create a
lookup of contacts.
2. From the Contact List,
select the contacts. Or, click Tag All.
3. From the
Contacts menu, select Link to Company…
4. The Link to Company dialog box appears.
5. Select the company or
division to which the contact should be linked. Click OK.
6. The linked contactsare static
members of the company. Updates to select Company fields can be pushed to all linked contacts and each
linked contact's notes, activities, histories, and opportunities will appear in the linked company's tabs.