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Moving info on Notes/History from one contact to another

New Member
Posts: 1
Country: USA

Moving info on Notes/History from one contact to another

What I would like to do is merge the Notes/History information from one contact to another so the incorrect contact record can be deleted. I have inherited a database that has not been maintained well for a few years. The only solution I have found is to copy and paste the information but then the chronological order is lost.

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Moving info on Notes/History from one contact to another

I assume what you want to do is combine duplicate records. That capability was very limited in ACT! 6 as you have found. In all the later version of the ACT! program, merging of duplicate records was included. The method included in the later versions of the ACT! program is somewhat tedious but it does work, There are even more comprehensive duplicated merging add-ons for the later versions of the ACT! program. I would suggest that you consider upgrading and then do the duplicate cleanup.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Moving info on Notes/History from one contact to another