Community
Showing results for 
Search instead for 
Do you mean 
Reply

Transfering activities to contact to another contact

Highlighted
Copper Super Contributor
Posts: 81
Country: Canada

Transfering activities to contact to another contact

[ Edited ]

Hi,

 

I would like to know if we can transfer from a contact an activity that is already done or not to another contact in ACT ?

Highlighted
Copper Super Contributor
Posts: 81
Country: Canada

Re: Transfering activities to contact to another contact

Maybe I have not explained well.... I just wanna transfer from a contact to another contact some few activities I did, not all the folder customer.

Highlighted
Platinum Elite Contributor
Posts: 14,759
Country: Australia

Re: Transfering activities to contact to another contact

Highlighted
Copper Super Contributor
Posts: 81
Country: Canada

Re: Transfering activities to contact to another contact

[ Edited ]

What I did in rectangle, I want to transfer to another contact.

This is already on a contact but I want to put it also in another contact 

 

screenshot-nimbus-capture-2020.04.27-00_08_22.jpg

Highlighted
Silver Contributor
Posts: 1,961
Country: United_Kingdom

Re: Transfering activities to contact to another contact

There is no way to do this in bulk. You can open or re-open an activity and add another contact by clicking the Tab Contacts and adding in the extra contact.

 

Highlighted
Copper Super Contributor
Posts: 81
Country: Canada

Re: Transfering activities to contact to another contact

so if i have 100 entries i need to do this one by one ?

 

nobody did an addon for that idea ?

 

 

Highlighted
Silver Contributor
Posts: 1,961
Country: United_Kingdom

Re: Transfering activities to contact to another contact

Sorry but not that I am aware of as ACT is able to have an activity assigned to more that one contact at the time of creating the activity there would be very little need for such an add-on and I have never seen such a request before.

Highlighted
Platinum Elite Contributor
Posts: 14,759
Country: Australia

Re: Transfering activities to contact to another contact

I haven't tried with Activities, but in History, you can select them in a contact's Tab, Ctrl-C, then go to another Contact and Ctrl-V.

Backup first and try that