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Company Wizard
This plug-in works on the Contact List. All contacts selected will automatically be added to a Company record. If the company doesn’t exist, it will be created. Any contacts with blank names or blank company fields are skipped as well.
Compatible With: Sage ACT!, Versions
Created by:

1 User $49.99


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Company Wizard

Sage ACT! now supports company records. When you add a company record, you can go an select contacts that you want linked to that company. If you create a contact, you can tell ACT! to create a company from that contact. This is a great addition to the Sage ACT! product.

Occasionally though, you import large amounts of data into an Sage ACT! database. Now, you want to do a mass update and build company records based on the data imported. You also want to make sure you create the contact links at the same time.

The Company Wizard is the answer. When in a contact list view, you locate the Company Wizard on the Tools menu. You select the contacts you wish to work with. The wizard will do the following:

  •     Link a contact to an existing company record.
  •     Create a company record if it does not exist and then link the contact.
  •     Bypass contacts with blank company or contact records.
  •     Provide a menu box showing how many company records were created, how many contacts were linked and how many were skipped
Features
  • Link a contact to an existing company record.
  • Create a company record if it does not exist and then link the contact.
  • Bypass contacts with blank company or contact records.
  • Provide a menu box showing how many company records were created, how many contacts were linked and how many were skipped.

Industries: Non-Industry Specific

Business Needs: Contact Management, Budgeting