- Lookup the contact or group that contains the item you would like to move and select the appropriate tab (Notes/ History, Activities, or Sales/Opportunities).
- Highlight the item you would like to copy or move by clicking on the grey box to the left of the item.(Note: You can select multiple items in a range by holding down the Shift key while selecting them. Select multiple items that are not in a range by holding down the Ctrl key.)
- From the menu, select Edit >> Copy (or Edit >> Cut if you are moving the items).
- Lookup the destination contact or group.
- From the menu, select Edit >> Paste.
Move or Copy Items in ACT! Tabs between Contacts
Have you ever wanted to copy or move items from the Notes/History, Activities, Sales/Opportunities tabs of an ACT! contact / group to another? Here's how you can do it:
