04-24-2020 02:22 PM - edited 04-24-2020 02:45 PM
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 ?
04-25-2020 07:52 AM
Create a lookup that contains the contacts you wish to copy data to and from
Click Tools > Copy/Move Contact Data
When the Welcome to the Copy/Move Contact data Wizard appears, click Next
Under Select From, ensure Current Lookup is selected
Locate and select the first Contact you wish to copy data to or from
Locate the second Contact and hold down the CTRL key on your keyboard, then click to select the second Contact you wish to copy data to or from
Note: You must press the CTRL key to ensure that both contacts are selected
In the Specify Source and Target Contact Records screen, compare the data in both columns to verify which Contact should be the source (where the data is being copied from) and which Contact should be the Target (where the data is being copied to)
If the Contact in the Source column is not the contact you wish to have as the source, click the option to Copy Contact 2 to Contact 1 under Specify Source and Target Contact Record
When satisfied, click Next
On the Copy Data from Source to Target Record screen, select a field you wish to copy to the Target Contact, then click Copy
Repeat step 11 until you’ve copied all desired fields, then click Next
Decide whether to also move the Notes, Histories, Activities, Opportunities, Secondary Contacts, or Documents from the Source Contact to the Target Contact
04-25-2020 12:40 PM
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.
04-26-2020 05:14 PM
04-26-2020 09:15 PM - edited 04-26-2020 09:16 PM
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
04-27-2020 06:35 AM
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.
04-28-2020 04:39 AM
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.
04-30-2020 04:07 PM