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PRODUCT | Company Wizard Company Wizard
Occasionally though, 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. This ACT! addon wizard will do the following:
Other products by Patricia Egen Consulting: Addon that creates Advanced Copy/Replace/Swap menu items in ACT!. You can copy, replace or swap ANY type field with ANY other type field. Exceptions – you can not work with any ACT! system fields. ACT! plug-in that works on Contact Lists. 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. Duplicate Remover Expert Wizard Batch remove duplicate contacts and companies in ACT!. Merge all documents, notes, histories, fields, groups, etc. Search on up to 6 fields for dups. FREE TRIAL Fields and Tables to Excel Wizard Standalone tool that reads an ACT! database and dumps all field structures to an Excel spreadsheet. One sheet is created for all entities. Primary to Secondary Contact Wizard Tool to demote primary to secondary contact. You have the option to copy all the notes and histories from the demoted contact to primary contact. Gives you an option to delete the secondary or keep it as a primary.
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System Requirements:
Compatible with: ACT! 7 / 2005 ACT! 9 / 2007 ACT! 10 / 2008 ACT! 11 / 2009 ACT! 12 / 2010 ACT! 13 / 2011 ACT! 14 / 2012 Technical Support
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Company Wizard |
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| Delivery | Users | Price | ||||
| Download | 1-10 | each $49.99 | Buy Now | |||
| 11-50 | each $47.00 | |||||
| 51-99 | each $45.00 | |||||
All products have a 30-Day Money-Back Guarantee unless otherwise noted. All returned products are subject to a 10% restocking fee.
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ACT! For Sage now supports Company Records. Adding a Company Record allows you to 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 ACT! addon product creates a dynamic Company Records system. 
