Community
Showing results for 
Search instead for 
Do you mean 
Reply

Copy Notes from one contact to another

New Member
Posts: 10
Country: USA

Copy Notes from one contact to another

I have a married couple (sharing 1 contact record) who is divorcing.  I plan to make the original record the husband's.  I plan to create a new contact record for the ex-wife and copy some of the pertinent notes from the husband's record to her's.  Is there a way to do this?

 

Thanks.

 

EJ

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Copy Notes from one contact to another

New Member
Posts: 10
Country: USA

Re: Copy Notes from one contact to another

Preferably many.

 

Mind listing the steps for both one at a time and many?

 

Thanks!!

New Member
Posts: 10
Country: USA

Re: Copy Notes from one contact to another

 
Bronze Contributor
Posts: 955
Country: Australia

Re: Copy Notes from one contact to another

Highlight the ones you want to copy and then use CTRL+C go to the record you want to put them into and use CTRL+V for paste.

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
Nickel Super Contributor
Posts: 843
Country: United States

Re: Copy Notes from one contact to another

But be aware that the record manager of those items you paste will be you, and not whoever created them originally.  May not be an issue for you.

Rita Kogstad
RKA Associates
Stamford, CT
New Member
Posts: 10
Country: USA

Re: Copy Notes from one contact to another

No success on that.

 

 

ACT! Premium 2011

Version 13.1.111.0

Hot Fix 6

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Copy Notes from one contact to another

[ Edited ]

In some cases, the hot keys may not work. Try this:
- Highlight notes to copy
- On main menu, go to Edit > Copy
- Go to contact you want tp paste to
- Go to their Notes tab and click under the Notes tab
- Go to menu and click Edit > Paste

 

Note that the pasted notes entry will have you as the record manager, regardless of the record manager of the copied notes entry.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

New Member
Posts: 10
Country: USA

Re: Copy Notes from one contact to another

Pasting the copied data into a new note was the step I was leaving out (I was thinking that by copying the highlighted notes and then pasting them into the Notes tab would copy them).

 

Thanks Paul, Rita, and Greig for your contributions.  Smiley Happy

 

 

New Member
Posts: 1
Country: USA

Re: Copy Notes from one contact to another

Is it possible to accomplish this across databases?

 

I've tried using the web-based service as well but the notes don't seem to stay on the clipboard unless it's within the same database.