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Secondary Contacts

Copper Contributor
Posts: 75
Country: USA

Secondary Contacts

[ Edited ]

Does ACT have the ability to import secondary contacts?

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Secondary Contacts

[ Edited ]

Hello alexlimbert,
Unfortunately, you cannot as secondary contacts are not actual contact records. If you would like to request this as a feature, please let our product management team know by posting your request on the Ideas board. To access the Idea board, click "Share Ideas" in the top left of this post.

Greig Hollister

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

Copper Contributor
Posts: 75
Country: USA

Re: Secondary Contacts

Thank you Greig.  Then maybe notes?  I find the "Data Import and Export Tips" section of the help file to be confusing.  This is what it says:

 

Importing or exporting related data, such as notes and histories

  • Related data, such as notes and histories, belong to an entity record, such as a contact. Related data records do not exist without an entity record. Contact records also have related-data of activities and secondary contacts.
  • Related-data records may be imported and exported only if the logged-on user has access to the related-data record AND to the entity record. If the logged-on user can access the related-data record, but not the entity record, the related-data record cannot be imported or exported. For more information, see "Record access settings for database-to-database imports and exports" in this topic.