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Copy contact history to opportunity history

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New Member
Posts: 2
Country: USA
Accepted Solution

Copy contact history to opportunity history

Using Act 2011 on XP. Seems that we used to be able to copy a history item in the contacts, to the history in the opportunity. Things like emails saved as attachments.

 

Can't find a way to do that now.

 

I can copy history between different contact, but not from a contact to an opportunity.


Accepted Solutions
Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: Copy contact history to opportunity history

Consider using the Share With Box under the Edit history. This will allow your history to show up in both places, the Contact, the Opportunity, and even a company or group..  Now when you change a history, you can view the change in both places.;

 

But you are corrrect, it doesn't appear that you can copy the entire history to an Opportunity.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

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All Replies
Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: Copy contact history to opportunity history

Consider using the Share With Box under the Edit history. This will allow your history to show up in both places, the Contact, the Opportunity, and even a company or group..  Now when you change a history, you can view the change in both places.;

 

But you are corrrect, it doesn't appear that you can copy the entire history to an Opportunity.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 2
Country: USA

Re: Copy contact history to opportunity history

Yeah!! "Share with" worked perfectly. Now my weekend is complete!!

 

Thanks

New Member
Posts: 16
Country: USA

Re: Copy contact history to opportunity history

I tried that with my 2009 version and it kept freezing when I clicked on the ... box. I downloaded 2012 pro today, and it worked for a while, but now it's freezing again. Any ideas?