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Fast Tip Friday: Quickly Creating Contacts #SageACT

by bwhalen_sage on ‎03-11-2011 09:24 AM (935 Views)

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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:

 

  • From any view, press the Insert key on your keyboard
  • From 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



  • Use Sage E-marketing for ACT! to download and import contacts using the List Manager and/or Surveys.


  • And of course you can import contacts from Outlook, Excel, Sage Business Info Services, dBase, or Text files to hit the ground running!

 

 

 

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