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Copy Address

New Member
Posts: 2
Country: United_Kingdom

Copy Address

Hi, 

 

We've just started using Act! Premium for Web V17. We are setting up a company, then adding contacts, but between the company address in detailed view, the billing and shipping address, then the countact address - That's 4 times we have to copy and paste the same address into each individual field... Surely there has to be an easier way of doing this that we're not seeing? Like a 'Use/Copy X Address'?

 

Can anyway advise?

Bronze Super Contributor
Posts: 1,543
Country: United_Kingdom

Re: Copy Address

Do it the other way round.
First create a Contact with the address etc.
Then 'Duplicate this Contact for additional Contacts.
Ensure that the Tools preferences includes creating Company for 1 Contact.
HTH

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
Nickel Elite Contributor
Posts: 530
Country: USA

Re: Copy Address

Our AutomatoR1 allows you to copy data from multiple fields to other fields with one click of a button.

 

http://www.designr1.com/shop/automator1/

 

Let me know if you would like to see a demo.

 

 

Michael Kadlub
Act! Support Manager
Keystroke Quality Computing Inc.
800-857-0558, x.310
MichaelK@kqc.ca
www.keystroke.ca
New Member
Posts: 2
Country: United_Kingdom

Re: Copy Address

Thanks for that, created a contact, then created a company, then duplicated the contact, works like a dream!

 

Am I right in thinking that because I'm in the UK that plugins will not work for us? I would be interested in a plugin to make adding addresses a quicker process

Nickel Elite Contributor
Posts: 530
Country: USA

Re: Copy Address

Our plugins are universal and will work with the UK version too.

Michael Kadlub
Act! Support Manager
Keystroke Quality Computing Inc.
800-857-0558, x.310
MichaelK@kqc.ca
www.keystroke.ca