There’s no getting around the fact that you
will have to get contact data into Sage ACT! for it to be useful! Luckily,
there are several methods you can employ to quickly create contacts and populate
your database. The next time you have to enter a contact in Sage ACT!, try one
or more of these methods and see if you can save some time!
How to quickly create contacts:
any view, press the Insert key on
any view, click the New button on
the Global Toolbar and select Contact
From the Companies view, select Companies > Create Contact from Company.
All the critical contact information is copied to the new contact so you don’t
have to duplicate it. It even links the contact, so future updates to Company
info can be pushed to the Contact record!
Duplicate an existing contact that shares much of
the same information by clicking Contacts
> Duplicate Contact
From any Select
Contacts dialog box (these are accessed by clicking Add/Remove contacts on Opportunities, Groups, or Companies and also
Select Contacts when
creating/updating Activities, Notes or History), select the New Contact button and you can quickly
enter the essential contact details.
From any e-mail message in Microsoft Outlook, click
the Create ACT! Contact button on
the Sage ACT! toolbar
Sage E-marketing for ACT! to download and import contacts using the List
Manager and/or Surveys.
of course you can import contacts from Outlook, Excel, Sage Business Info
Services, dBase, or Text files to hit the ground running!