Primary Contact Plus
If you work with the Company table in Act!, you need Primary Contact Plus
Ever want to assign a primary contact for a company, and then update the dynamically linked company with the primary contact details? The Primary Contact Tool can help. After installation you'll be able to select any primary contact within a company, and push the contact fields up to the linked fields of the Company, rather than the other way around.
New & Improved Features
- Automatically links contact to an existing company or creates new ones
- Once linked it prompts you to upload contact details to company
- Once uploaded, it prompts you to update all the other contacts linked to that company
- When that completes, it scans the contacts linked to that company, deselects any others that are marked as primary, and makes the newly selected contact primary.
An absolute necessity for those using the company table a lot, and for those wishing to keep all contacts and companies up to date.