Sometimes in life—and in ACT!—it becomes a matter of "which comes first." In the recipe above we assumed that you wanted to create a new Company record and that you didn't necessarily have any existing Contact records that worked in that Company.
When you create a Company record from an existing Contact record all of the pertinent contact information automatically copies into the new Company record. This is a nice time-saver because you alleviate the need to type in boring address information into the Company record when you've already entered it into a Contact record.
You can create a Company record based on the contents of a single Contact record. Generally, you'll want to create a Company record to help you organize several contacts in your database that all work for the same Company. A good rule of thumb to follow is to create a new Company record any time you have more than one contact in your database that works for the same company.
A good starting point is to sort your Contact List by Company to see if you have multiple contacts working at the same company. At that point you can create a Lookup by a specific company to zoom in on all the contacts that work for a specific company.
- Navigate to the Contact record on which you want to base the new Company record.
- Click Contacts on the menu bar and then choose Create Company from Contact.
- Click on the Company List running along the left-hand side of the Company Detail view or navigate to another area in ACT! to save your changes.
Your new Company record will now appear and will contain the address information, main phone number, and website as they appeared in the Contact records.