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I need to add history to multiple contacts at once.

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New Member
Posts: 3
Country: USA
Accepted Solution

I need to add history to multiple contacts at once.

I need to add history to multiple contacts at once.  Mail merge wont just let do that.  Thanks in advance


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Solution
Accepted by topic author crowneent
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: I need to add history to multiple contacts at once.

Also, go to Contact LIst, Select All,  or Tag the records you want in History. Control H. The contact you tagged or were in your look will be placed into contcact window. Enter your history Regarding and you're done.

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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Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: I need to add history to multiple contacts at once.

Crtl-H
Click the "Contact" button and select which contacts
Fill in the rest of the info and OK to save
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: I need to add history to multiple contacts at once.

Solution
Accepted by topic author crowneent
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: I need to add history to multiple contacts at once.

Also, go to Contact LIst, Select All,  or Tag the records you want in History. Control H. The contact you tagged or were in your look will be placed into contcact window. Enter your history Regarding and you're done.

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

Bronze Contributor
Posts: 1,393
Country: USA

Re: I need to add history to multiple contacts at once.

Hi Mike.  I've read this before and just noticed your comment about it only works up to 150 contacts.  In ACT 2013 I've been using Microsoft's mail merge instead of ACT's mail merge.  I then do as you said below, but the group is over 800. 

 

It takes forever to create the history (subject only), but it does it.  I, the user, can't tell, though, when it is completed as it stays on the screen.  About 10 minutes later if I click anywhere on the screen, the update window closes and the history is there.

 

Bug? Am I pushing the limits?  Should I think of a different way. 

 

BTW, if I open one of the history entries, I have to wait for all contacts to scroll across that field.

 

Why Microsoft Mail Merge - Both ACT and eMailConnectPro don't seem to work well to me as far as how the eMail looks to the receiving party.  Don't forget, I'm a single user and don't have the funds for one of the ACT services.

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013