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Company Wizard Plus
This Sage ACT! add-on creates a way to link multiple contacts and create companies all at once rather than one at a time
Compatible With: Sage ACT!, Versions
Created by:

1 User 69.99


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Company Wizard Plus

If you create a contact, you can tell Sage ACT! to create a company record from that contact - but you have to highlight contacts and do them one at a time.

This Sage ACT! add-on creates a way to link multiple contacts and create companies all at once rather than one at a time. 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. This Sage ACT addon wizard will do the following:

  • Link a contact to an existing company record.
  • Multiple field match (up to 3 fields) to link, and none of these fields is required to be the Company Name
  • 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.
  • Make 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

Industries: Non-Industry Specific

Business Needs: Contact Management, Queries/Quotes/Reports, Reports/Analytics, Productivity Tools, Usability Improvements