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Drop and Drag in Sage ACT! Pro 2011

New Member
Posts: 2
Country: USA

Drop and Drag in Sage ACT! Pro 2011

I am wanting to drop and drag , or "click in drag" like in Excel, to fill in a field in a lookup of contacts instead of going to each individual contact and adding the same thing in that field. How can I do this? Thanks.

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Drop and Drag in Sage ACT! Pro 2011

Hello Lauren,
Welcome to the Sage ACT! Community. If you are looking to place the same field in the same field for a lookup of contacts, you can do this by:
- Look up your contacts
- From the Tools menu, select Replace Field
- Select the field and type or select the value you want to use

This will put that value in the same field for the all contacts in the lookup. Make sure you have an active lookup before running this command. You cannot undo this process, so you may want to make a backup of your database before running it.

Greig Hollister

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