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Merge 2 contacts' information to 1user

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Copper Contributor
Posts: 27
Country: USA
Accepted Solution

Merge 2 contacts' information to 1user

I have 1 contact with 2 contact files in Act (they had requested information but used 2 different email addresses).  I would like to merge the history records to 1 primary address and remove the other. How do I do that? I tried to use the "share" button, but was flagged that this could only be used with groups/companies/opportunities.

 

Any other direction I could try? Thanks, Judy


Accepted Solutions
Solution
Accepted by topic author ACTJudy
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Merge 2 contacts' information to 1user

Judy,

Have you tried the Tools > Copy/Move Contact Data option?  It contains an option for copying Notes/History/Activites/etc...

Greg Martin
Sage

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Solution
Accepted by topic author ACTJudy
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Merge 2 contacts' information to 1user

Judy,

Have you tried the Tools > Copy/Move Contact Data option?  It contains an option for copying Notes/History/Activites/etc...

Greg Martin
Sage
Copper Contributor
Posts: 27
Country: USA

Re: Merge 2 contacts' information to 1user

Hi Greg,

 

Thank you, I just successfully completed it by using the Tools> Copy/Move Data option. Thank you for your help! It worked perfectly!

 

Best regards & much appreciation,

Judy

New Member
Posts: 1
Country: USA

Re: Merge 2 contacts' information to 1user

Is there a way to write a script to automate this process?

I have many contacts where I would like to merge the notes/history and any missing fields. Most fields are identical, but I would like to merge the notes/history as well.

 

Many thanks

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Merge 2 contacts' information to 1user

Your best bet is to get the deduper fron Egan Consulting. It'll do what you want and more.

http://www.egenconsulting.com/egcproducts.html

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: USA

Re: Merge 2 contacts' information to 1user

I have contacts with a home address and a work address. How do I merge them without deleting either address?