Tired of manually creating a company in Act!? Well if you're not yet on version 16, here's another reason to consider an upgrade! Act! will now automatically create the company for you based on a new configuration setting in your Act! preferences.
Open Act! and choose Tools>Preferences from the menu bar. Scroll in the Preferences dialog to access the Admin tab. Click on the Company Preferences button.
Note: You must be assigned the ‘Administrator’ role to set up company preferences. If this is grayed out, contact your Act! administrator.
Set the number to indicate when a company will be created and choose OK. For the example below, I have my company creation set to 2. Act! will automatically create a company when I add the second contact for a company in my database. A dialog will also appear to notify you if there will be any companies created immediately. Choose Yes to continue and the companies will be created.
A company will not be created until I add a second contact. The first contact I added is Doreen Bridges from ABC Company. Notice there is no ABC Company in my Companies view.
So let's say after my initial meeting with Doreen, I need to add a second contact who attended the meeting. I look up Doreen's record and click on the Duplicate Contact icon (which is the easiest way to add another contact from the same company).
After you add the second contact and choose save, you will notice the Company field changes to be a hyperlink, indicating that Act! auto created the company record.
If you click on the hyperlink in the field, you will go directly to the company view and can see that the company was created automatically and both contacts are now linked.
Finally, as you add more contacts, they will also be automatically linked to the company - a great time saver indeed!
Search our blog to read more about the new features in Act! v16 or call us to discuss your upgrade, 800-880-1960.
Leave a comment!
You must be logged in to post a comment.