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Merge contents of two ACT tabs

Copper Contributor
Posts: 24
Country: Canada

Merge contents of two ACT tabs

Hello

Does anyone know if you can merge two tabs together in ACT 9.  We have two separate tabs where i just want one. Is there a way to have ACT send the data over rather than having to recreate all the fields/boxes etc?

Copper Contributor
Posts: 11
Country: United Kingdom

Re: Merge contents of two ACT tabs

I have looked at this as I did the same and found the easiest way to merge to tabs is to drag over all the tabs in one window and then cut/copy and paste into the new tab and re-arrange accordingly.  I could only do this with tabs that have editable fields.  I then removed the empty tab from view.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Merge contents of two ACT tabs

Providing you're talking about tabs with fields (not Note, History, Activities, Sales Ops), sibbso is correct.

 

If not sure how, see this ACT! Knowledge Base article -

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1533...