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Moving a single contact to new database

New Member
Posts: 1
Country: USA

Moving a single contact to new database

How do I move a single contact to a new database?

Copper Elite Contributor
Posts: 144
Country: Australia

Re: Moving a single contact to new database

Hi jschlegel,

 

Here is how you could do this:

 

*Create a lookup for the single contact you want to transfer

*Click File>Export...

*Select Act! Database as the type of file you want to export to

*Select the Database you want to Transfer the contact TO

*enter a username and password for that Database and click next

*Tick Contact Records as the type you would like to export

*Select Current lookup and click next

*Make sure the fields are mapped correctly, adjust any that aren't and click next

*Adjust the merge options to suit your desired outcome

*optionally tick the box to include attachments and click next

*Click Finish

 

This should transfer the contact record, along with their History, Notes etc to the other Database.

 

Hope this helps

 

Cheers

 

Jared Dalrymple | Technical Consultant | P:+61 7 3423 3551
jared@evolutionmarketing.com.au | Evolution Marketing Services