If you create a contact, you can tell ACT! to create a company record from that contact. Or you can tell Act to always create company records if two or more contacts have the same Company name; however the Company records will not include any of the Contact record information. This ACT! addon wizard will do the following:
- Company Maker places a link on the Tools menu that will create companies from the current contact lookup in Act! and link the contacts to the companies. If the company already exists CompanyMaker will just link the contact to the company.
- Company Maker adds the ability to copy other fields from the contact record to the company record than the standard address fields, provided that the fields are named the same in both the contact record and the company record.