Drag and Drop Information

Pitcher228 — Fri, 31 Jul 2009 00:43:57 GMT

It would be a great benefit if ACT had the capability to highlight something from another source (i.e.internet) and then drag and drop it in a 'Contact record' and ACT would automatically insert the information in the respective fields. In other words, suppose the below is the information you found on a website.

Joe Blow

XYZ Inc.

456 Main Street.

Somewhere, CA 92445

phone : 223-456-7890

Fax: 223-456-8956

Email: Jblow@somewhere.com

All you would have to do is highlight the above and drag it and drop it in a blank Contact form in ACT and the fields would be auotmatically populated.

Re: Drag and Drop Information

Netstar1 — Sat, 01 Aug 2009 12:26:27 GMT

I agree and a capability to sync contacts in Outlook and accept V-cards,

Re: Drag and Drop Information

dnash22 — Tue, 04 Aug 2009 21:15:47 GMT

I use contact capture from Broadlook Tecnologies to do this, the free version works just fine, got the tip from an ACT! partner/consultant....

Re: Drag and Drop Information

GrahamS — Thu, 04 Mar 2010 11:08:47 GMT

This is a good idea, there has to be quicker, easier ways to enter new contacts. I have posted an idea which is the same in principle today - Entering new Contacts, Companies and Addresses from other digital sources - www Contact page, email, Word doc etc. .

I did not include email address or web address on my list of fields to drag to but should have.

The problem with dragging straight from the source window is that as you drag from one window to the other they flip-flop to the background, unless you have them less than full size, which is a pain.

Hence the idea of the transfer/edit window in Act. My idea would also include the option to create the company and contact simultaneously (see also Automatically Create Companies from Contacts )