Product Family: Act!
Product: Act! Pro, Act! Premium
Version: v16 and later
- Go to the Contact in Act! and select the desired tab
- Select a Note, History or Activity that you would like to copy
Note: If you would like to select a group of items you can press and hold Shift on your keyboard, click the first item, then while still holding down Shift, scroll down and click the last item you wish to select, then release the Shift key.
- Press CTRL + C on your keyboard
- Navigate to the contact you would like to copy the items to and select the appropriate tab for where you would like to copy the data to
- Press CTRL+V to paste the details into the Contact record
Note: Depending on the amount of data you are copying, Act! may freeze up during this process while it copies the data over. Do not close Act! while this happens, as functionality will be restored when the copying has completed.