S E C T I O N S

Company Wizard

 Options

Pricing for Company Wizard Plus

Licensing is on a per user basis $69.95 per user or $109.00 installed and configured.

Versions of ACT! this product works with

ACT! 2012 / 14
ACT! 2011 / 13
ACT! 2010 / 12
ACT! 2009 / 11

This add-in may work with older versions but has not been tested and is not supported by the vendor.

Creating Linked Company records

If you create a contact, you can tell ACT! to create a company record from that contact.

The following ACT! add-on’s creates a way to link multiple contacts and create companies all at once rather than one at a time. There are two versions each with different feature sets.

Company Wizard Plus
For example, you import large amounts of data into an 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.

Company Wizard Plus 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.
  • Multiple field match (up to 3 fields) to link, and none of these fields is required to be the Company Name
    Turn contacts into Static Members of Company but not Linked
  • When a Company Record is created by Company Wizard Plus, the following fields are copied from the Contact record to the new Company Record:
  • The default ACT! fields that get copied by Contact/Create Company from Contact
  • The additional fields Phone, Extension, Fax Phone, Fax Extension, and ID/Status
  • Any fields defined as Linked fields between Contact and Company in Define Fields
  • The fields selected in Company Wizard as the search/match fields

Company Wizard Basic

I

 Options

Pricing for Company Wizard

Licensing is on a per user basis $49.95 per user or $99.00 installed and configured.

Versions of ACT! this product works with

ACT! 2012 / 14
ACT! 2011 / 13
ACT! 2010 / 12
ACT! 2009 / 11
ACT! 2008 / 10
ACT! 2007 / 9
ACT! 2006 / 8
ACT! 2005 / 9

f you do not need all of the features of the Plus version then possibly the startup version will do all that you need:

Features of the basic version:

  • 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.


Using Company Wizard

After launching the company wizard you have the option to select/deselect having the contact and company records linked, to just link contact records to existing company records, to process contact records with blank Contact Names, or a specific option to unlink the selected Contact records from the company records.

CompanyMake_3

These options work as follows:

  • To unlink Contact records, select the “Unlink Contacts from Companies” checkbox. All the other options will be grayed out. The selected contacts will be unlinked from whatever company they are linked to. If a Contact record is not currently linked to a Company record, it will be ignored.
  • To create Company records from contact records, deselect “Unlink Contacts from Companies”. This will enable all the other options.
  • If you want to link the selected Contacts to the proper Company record, also select “Link Contact to Companies as you process them”. Contacts will be linked to the Company records as they are created. If the Company records already existed, the Contact record will be linked to the existing Company record.
  • If you want to link Contact Records to existing Company records, but you do not want to create any new Company records (perhaps you imported Company records from some outside source), select both “Link Contacts to Companies as you process them” AND “Don’t Create Companies – just link them if you can”.
  • Perhaps you imported Contact records that really represent Companies and they do not contain a Contact Name. You want to use these records to create Company records. To do this, deselect
  • “Link Contacts to Companies as you process them”, deselect “Don’t Create Companies – just link if you can”, and select “Process Contact records with Blank Contact names”.

Usually Contact Records with Blank Contact Names are ignored and the last option overrides this. Contacts with Blank Contact Names are never linked to Company Records (doing so causes display errors with some versions of ACT!), but the information in the Contact record will be used to create a Company record. This happens with Contact Records with Blank Contact Names even if “Link Contacts to Companies as you process them” is selected. Contact records with non -blank Contact names will be linked if “Link Contacts to Companies as you process them” is selected, even if “Process Contact records with Blank Contact names” is selected. The special processing occurs only if the Contact name is Blank.

When you are ready to process the selected Contact records with the selected options, click YES, CONTINUE.

You will now see a progress box. If you change your mind during the process, click Cancel. However, company records that have been created and contact records that have been linked will not be rolled back.

Support

Support for these add-ins are on a call and charge basis, there is no FREE support.

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© Copyright 2011 4UCRM.com  All rights reserved. Last Updated Wednesday, September 19, 2012
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