Wednesday, June 24, 2009

Move or Copy Items in ACT! Tabs between Contacts

Source: eGrabber Newsletters

Have you ever wanted to copy or move items from the Notes/History, Activities, Sales/Opportunities tabs of an ACT! contact / group to another? Here's how you can do it:

1. Lookup the contact or group that contains the item you would like to move and select the appropriate tab (Notes/ History, Activities, or Sales/Opportunities).
2. Highlight the item you would like to copy or move by clicking on the grey box to the left of the item.
(Note: You can select multiple items in a range by holding down the Shift key while selecting them. Select multiple items that are not in a range by holding down the Ctrl key.)
3. From the menu, select Edit >> Copy (or Edit >> Cut if you are moving the items).
4. Lookup the destination contact or group.
5. From the menu, select Edit >> Paste.

The item will now be pasted to the destination ACT! contact or group.

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