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Copy and paste selected history

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Tuned Listener
Posts: 37
Country: USA
Accepted Solution

Copy and paste selected history

[ Edited ]

In previous versions of ACT you could highlight multiple history objects, copy them, and then go paste them on another record. This made cleaning up data fast and easy.

 

In current versions I know you can do copy/move contact data for similar result but that's a laborious activity and requires you to copy ALL history, not just selected history.

 

I also know in current versions you can associate 2 people to the history, so that it shows up on both contacts. But that has to be done one history at a time. If I have 15-20 history items to copy, that takes too long.

 

Any other ideas on how you can copy selected history items to other contacts? Any addons that might accomplish the goal?

 

Marshall Hayes
ACT! Certified Consultant
Hayes Consulting LLC
www.HayesConsultingOnline.com

Accepted Solutions
Solution
Accepted by topic author HayesConsulting
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Copy and paste selected history

[ Edited ]

You should be able to like this:
- Highlight to History items to copy
- Go to Edit > Copy from the main menu
- Go to another contact and highlight an item under their History tab
- Go to Edit > Paste. Should paste the copied history items

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

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Solution
Accepted by topic author HayesConsulting
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Copy and paste selected history

[ Edited ]

You should be able to like this:
- Highlight to History items to copy
- Go to Edit > Copy from the main menu
- Go to another contact and highlight an item under their History tab
- Go to Edit > Paste. Should paste the copied history items

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Tuned Listener
Posts: 37
Country: USA

Re: Copy and paste selected history

Boy is my face red. The only step we were missing was clicking into the History area before trying to Edit - Paste.

Thanks so much!
Marshall Hayes
ACT! Certified Consultant
Hayes Consulting LLC
www.HayesConsultingOnline.com
Copper Elite Contributor
Posts: 124
Country: USA

Re: Copy and paste selected history

Am I glad that I found this thread!  My assistant accidentally created a number of duplicate contacts (less than 10; she didn't check if there was an existing contact record...she knows better now!) and I was trying to make the copy work.  I had been clicking on the History Tab and it wasn't pasting.  Selecting a History entry and then pasting makes it work.

Thanks for the clear and specific outline.