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Old Contacts

New Member
Posts: 9
Country: United States

Old Contacts

I have a bunch of old contacts that I want to get off my database but keep if I ever need to find an old name.  What is the best way to do this?

 

Thanks,

 

Steve

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Old Contacts

There are a few of ways you can do this:

 

- Make a backup of your database and delete the old contacts. When you want to access them again, restore the backup under a different name using the "Restore As" option

 

- If you have an extra user license, create a new user, assign this user as the Record Manager of the old contacts, then make the contacts Private under the Contact Access tab. That way, those contacts would only be visible by logging in as that other user

 

- Create an empty copy of your database (File/Save Copy As), create a lookup of the old contacts, then export that lookup from your current database to the copy.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.