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Can I merge two contacts together ?

New Member
Posts: 5
Country: USA

Can I merge two contacts together ?

I started a second contact for the same person and would like to merge the notes / history

 

Thank You

 

New Member
Posts: 5
Country: USA

Re: Can I merge two contacts together ?

Hello,

 

  I am been a user of ACT (ACT! 6) at my company and have been asked to help clean up the contacts when I see a problem.  Therefore, I have the same question about merging contacts. Usually, it is because some used a different name spelling (i.e.  Rich and Richard).  So I need to be able to merge the notes, history, activities, groups, etc.  Also, had does it handle information in the same field.

 

Thanks.

 

Mike Virostko

Avid Listener
Posts: 48
Country: USA

Re: Can I merge two contacts together ?

From the menu, Tools/Copy-Move Contact Data... Read about it in the Help file under "Copying or moving contact records". There's a wizard that leads you through it, and in my experience it works well.
New Member
Posts: 5
Country: USA

Re: Can I merge two contacts together ?

Hi Torrey,

 

     Is that wizard for ACT 2008?  My company has not upgraded from version 6 yet and I cannot find this wizard nor is the HELP index yielding any answers (I probably am looking up the wrong terminology for merging). 

 

Mike

 

Avid Listener
Posts: 48
Country: USA

Re: Can I merge two contacts together ?

[ Edited ]
I'm sorry, Mike -- it is for Act 2008 (and you did say ACT 6). I'm afraid I can't help you re version 6 -- but I'm sure someone else here will!
Message Edited by Torrey on 05-15-2008 07:31 AM
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Can I merge two contacts together ?

There are add-ons for that. Check www.actaddons.com
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com