Community
Showing results for 
Search instead for 
Do you mean 
Reply

History

Copper Contributor
Posts: 15
Country: United States

History

I use ACT! 2010.  Monthly I create reports in one ACT database and then want to attach those reports to specific contact in another ACT database.  Currently I add a separate history entry for each report.  Is there a way I can do this as a group of reports (i.e. the entire folder)?  The reports need to be attached to the contact because we have remote users who sync with the main server.

Bronze Contributor
Posts: 955
Country: Australia

Re: History

You can drag from a folder to the documents TAB in multiples at a time

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.