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How to copy/paste more fields from a contact?

Copper Contributor
Posts: 7
Country: Canada

How to copy/paste more fields from a contact?

This has been a nuisance for years -- when I have a contact open and I go to Edit > Copy, then paste that contact's information elsewhere (say an email), only certain fields are copied:











Email address


How can I get it to include other fields such as their mobile number or an ID number?



Bronze Super Contributor
Posts: 1,673
Country: USA

Re: How to copy/paste more fields from a contact?

rws - I too agree with you and have suggested this feature several times in the recommendation section.  Not wanting to wait for this to happen heres what I ended up doing:


On the main contact page I created a memo field.


Then I created a template with all the information I want.


I then run the document and copy/paste the resulting information into the memo field.  I then can copy from that field into whatever else I need. 


Please take the time to post your request for this feature in the Share Your Ideas section.


BTW, Goldmine has had this feature since the beginning of time.

John Purdy
ACT! Premium V. 23 Update 4
HP ENVY 17m, 16GB, & Microsoft 365, 32bit, 500GB SSD.
ACT CRM Advisor
Nickel Contributor
Posts: 282
Country: Canada

Re: How to copy/paste more fields from a contact?

Here is an add-on that can solve your problem:

Gilles Cavin
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