I have recently purchased a license for 2009 and I wanted to ask a question about the grouping option. When I upgrade the database is there a way to group all of the contacts within a certain company together? Hope that makes sense
1. I guess I am looking for a way to basically go to a contact click a button and have it add all of the other contacts with that same company name to a group. Is that possible?
2. With emailing I used about 10 draft emails for the most part of my work. Normally I copy the contacts email address then go to outlook paste it into a draft and send it. Is there a more efficient way to do it?
Sorry just wanted to add one last thing.. I have two large databases one with 110k and one with 40k and I would love to be able to manage these from a company level a bit more than the contact level. It will help me get through the DB's quicker and more efficiently.
Hi Mike, just joined this forum and the "create a rule" is a valuable tip - 2 questions...
1. Although it shows the contacts as linked in the companies screen, it doesn't show the company as linked in the contacts screen view - have to still do this manually?
2. Do you know of any add-ons/solutions that would allow you to import new data into the db with the contacts and companies already linked (either from a spreadsheet or other database)
Aye Mike have seen that...from my users point of view though, they mainly work from the contacts screen views and will think they are unlinked - will let them know but it would have been perfect if the hyperlink was also in the contact views.
cheers
barry
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