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Smart Task to Move Contact From 1 Database to Another

New Member
Posts: 7
Country: USA

Smart Task to Move Contact From 1 Database to Another

Have any of you been successful setting up a Smart Task to move a Contact's record from 1 databast to another upon the happening of an event, such as changing their ID Status from Prospect to Custoner, & if so, what were the Smart Task steps to do that

 

Thanks

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Smart Task to Move Contact From 1 Database to Another

Hello wlt123,
Welcome to the Sage ACT! Community. Unfortunately, this is not possible since Smart Tasks are database-specific and cannot work across multiple databases.

Greig Hollister

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