06-01-2009 10:10 PM
Hi I am new to ACT and would appreciate some help. Is there any way of adding one new note to multiple entries? We do mailshots and then have to update the ACT records with a note "mailshot sent xxxxx" We have nearly 3,000 records and by copying and pasteing is taking an awful long time.
06-02-2009 05:01 PM
First of all take a backup of the database before doing such major changes to the database. If you want to know how to take a backup of the database follow the link How to Back Up and Restore an ACT! Database. Then try following the link "How to Record a History Item for Multiple Contacts". but instead of choosing "Record History" try choosing "Insert Note" and see if that helps you.