Community
Showing results for 
Search instead for 
Do you mean 
Reply

Attach 1 document to several contacts in one go

Copper Contributor
Posts: 24
Country: United States

Attach 1 document to several contacts in one go

Can one attached a file to multiple contact at the same time?

 

Thanks.

Silver Contributor
Posts: 1,813
Country: USA

Re: Attach 1 document to several contacts in one go

You can do this all at once if you attach the file through the record History dialog box. 

 

From the document tab, you could create a shortcut to the same file form different contact records, but not all at once.

 

You can not attach the same file from the documents tab to multiple contacts.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 1
Country: USA

Re: Attach 1 document to several contacts in one go

[ Edited ]

I would like to see this capability in future ACT! products (under the documents tab, that is)!