Company Wizard Plus
Creates Companies and Links Contacts for your entire database -- all at once!
Do you use Company Records? If so, you should know about Company Wizard Plus. Most of us end up with some 'widowed' contacts -- contacts needing to be linked to existing companies or companies created and contacts linked. Act! only allows you to do this one at a time. But with just a quick pass of Company Wizard Plus, you can create Companies and link Contacts -- en masse! A huge time-saver!
Company Wizard Plus updates your entire database; elevating and creating Company Records and linking Contacts. It even UNLINKs Contacts from Companies. Great for cleaning up imported lists! See exactly what was done in a report at the end of the process.
Company Wizard Plus is easy to use! Simply locate Company Wizard Plus on the Tools menu when in a Contact List view in Act!, select the contacts you wish to work with, and you'll have the following options:
Link contacts to existing Company Records
Choose up to 3 fields to match on, none of which have to be Company Name
Create a Company if one does not exist and then Link Contacts.
Bypass Contacts with blank Company or Contact Records.
Copy all Act! Default Fields that are created when using Contact/Create Company from Contact
Copy additional fields: Phone, Extension, Fax Phone, Fax Extension, and ID/Status
Mass unlink selected Contacts from the Contact List
Delete Selected Companies -- multiple companies deleted in one operation (This function is built into Act! v16 and Newer. CWP allows mass company delete this for earlier versions)
Full report shows what was done: Once Company Wizard Plus has run, a menu box appears showing how many Company Records were created and how many Contacts were linked or skipped.
What's new in COMPANY WIZARD PLUS:
Update Linked Contacts function:
Update Linked Companies function:
Update linked fields on linked Companies for the Contacts displayed in the current Contact list. This is a mass push of the field contents from the Contact record to the Company record. There is an option to only fill blank fields in the Company record from the linked field in the Contact record, and this is the default and recommended action for this function.
Flatten Company Hierarchy function:
Find Companies with no Linked or Associated Contacts:
Delete Selected Companies:
Set Multiple Company Limited Access:
Note: This program is only compatible with the desktop versions of Act! (not Act! Cloud/Web)