Company Linking

Rex

Linking a contact to a company in ACT! allows you to track actions to linked contacts from the perspective of the company, and gives you the ability to update information on the linked contact based on data from the company.fficeffice" />

 

Once a contact is linked to a company, any note or history created on that contact will be shared by the linked company. This means that any user having security access to the company will be able to “see” the shared note or history. Even if the contact is unlinked or is deleted from the database, this information will continue to be part of the company record.  This “sharing” may be disabled through the use of an option in company preferences, but only affects histories and notes created from that point forward.

 

When a contact is linked to a company, contact data may be updated based on data on the company. The contact fields affected can be customized by Managers or Administrators of the database though Define Fields. When a user changes data on the company, he will be prompted to update data for all contacts linked to the company being modified.

 

This update can also be initiated manually from the contact record. For example, a newly linked contact may have data that does not match that of the linked company. The user can immediately update the contact with the current information by selecting “Update Linked Contact” from the Contacts menu.

 

Company linking is a very powerful feature in ACT!, but it is important to understand the ramifications and effects of the link.