09-18-2009 07:42 AM
I am running ACT 2008. I have a question regarding the deletion of a contact. I would like to delete the contact, but save the history with another contact. Is this possible in ACT. Please explain what steps I must complete. I tried to simply highlight the history and do a copy and past, but ACT does not support this.
09-19-2009 05:53 AM
It's a bit tricky as the History items can be attached to multiple contacts...
You might try Duplicate Contact Wizard from http://www.egenconsulting.com/egcproducts.html
09-19-2009 03:11 PM
09-19-2009 03:23 PM
Wow... thanks for the tip, Pat.
I don't think I've ever used that function... and I honestly can't think of the last time I said that other than during beta.