Community
Showing results for 
Search instead for 
Do you mean 
Reply

Duplicate Contact Fields

Copper Contributor
Posts: 66
Country: United States

Duplicate Contact Fields

How do a add/delete the desired fields to be duplicated when creating a duplicate contact?

Nickel Elite Contributor
Posts: 574
Country: Germany

Re: Duplicate Contact Fields

The "Design fields" dialogue has an option for each field called "Primary field". The name of that checkbox not very meaningful, even misleading, but does the job.
Andreas Schlesselmann
Melville-Schellmann GbR
Germany
www.melville-schellmann.de
Copper Contributor
Posts: 66
Country: United States

Re: Duplicate Contact Fields

Great.

 

I understand the Layout Designer and have made customizations previously.

 

However, I'm unable to determine how I can change a field to a "primary" field.

 

Can anyone explain how to do that?

Nickel Elite Contributor
Posts: 574
Country: Germany

Re: Duplicate Contact Fields

Goto Tools->Define fields:

(Sorry for German screenshot, have no English test system at hand)

 

com_1.jpg

 

Andreas Schlesselmann
Melville-Schellmann GbR
Germany
www.melville-schellmann.de
Copper Contributor
Posts: 66
Country: United States

Re: Duplicate Contact Fields

Thanks.

 

I'm trying to edit the "email" field and the option to make that a "primary field" is greyed out and will not allow me to select it.

 

Any other way to do this?

Nickel Elite Contributor
Posts: 574
Country: Germany

Re: Duplicate Contact Fields

NO, because if you think about that, you might agree with me that an email address is kind of "unique" to a person and including that in a contact duplication does not make sense under normal conditions. Clever Act!...
Andreas Schlesselmann
Melville-Schellmann GbR
Germany
www.melville-schellmann.de
Copper Contributor
Posts: 66
Country: United States

Re: Duplicate Contact Fields

thx. but, i disagree. i understand it's unique, however, no upside to limiting a user's ability to customize the software. if the user wants to take that risk, then, they should be able to do so.
Nickel Elite Contributor
Posts: 574
Country: Germany

Re: Duplicate Contact Fields

Then use the option "Copy all Fields" when duplicating a contact. It might include the E-Mail-field (never tried myself).
Andreas Schlesselmann
Melville-Schellmann GbR
Germany
www.melville-schellmann.de
Copper Contributor
Posts: 66
Country: United States

Re: Duplicate Contact Fields

thx. but it doesn't. 

Silver Contributor
Posts: 2,123
Country: United_Kingdom

Re: Duplicate Contact Fields

I guess ACT is designed for the 99% of users who would not want unique to user information copied to a new record so the email and contact field are not included as available to duplicate.