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ACT! 2011 Customer Record entry

New Member
Posts: 3
Country: United_Kingdom

ACT! 2011 Customer Record entry

Hi,

 

I am new to ACT and I wanted to ask if there is a quicker method of entering customer records if you have e.g. 10 contacts who all work for the same company and thus have identical addresses.

 

Is there a method of creating a record and then saving it, however keeping the data entered as a template for the next contact so that all I would be required to do is change the name and email address?

 

Thanks in advance.

 

Regards

 

David

Copper Elite Contributor
Posts: 158
Country: Brazil

Re: ACT! 2011 Customer Record entry

Hello David,

I would suggest you at least two ways:

  1. Create your first contact and copy it.
  2. Create a company
  3. Create a contact and link it to that company
  4. Create new contacts from within that company (linked fields from company will fill in contact records.

I hope this helps.

Mac, Jorge A. Mac Genity
Using ACT! by Sage 2013 Pro Version 15.1.108.0, on Windows 7
Intel Core I7-2600 CPU @ 3,40 GHz
12,0 GB - 64 bits - NVidia GForce GTX 360 SE