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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