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Changing Many Contacts records at the Same Time

Copper Contributor
Posts: 9
Country: United_Kingdom

Changing Many Contacts records at the Same Time

Hi,

 

New user to Sage ACT Pro 2012 and have just imported lots of my contacts.

 

Can I select many contacts and assign them to a specific ID/Status ?

 

I can't find a way to set an attribute for many selected contacts.

 

I've got a couple of thousand and don;t want to do them all manually.

Silver Contributor
Posts: 1,813
Country: USA

Re: Changing Many Contacts records at the Same Time

The Edit /Replace command will let you make changes accross a lookup.  Warning. There is no undo for this.  Make a backup first and practice with the ACT demo database until you are sure of the behavior.

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Jon Klubnik| ActTrainer.com
(866)710 4228

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

Copper Contributor
Posts: 9
Country: United_Kingdom

Re: Changing Many Contacts records at the Same Time

Superb - thanks - exactly what I wanted....