Transfer Records between Databases

Source: eGrabber Newsletters

Did you know that you can move a contact record from one ACT! database to another - along with the corresponding notes and activities - with just a few quick keystrokes or mouse clicks?

Here's how you do it:

1. Find the individual contact(s) you want to export by performing a Lookup.
2. Select File >> Data Exchange >> Export from the main menu. The Export Wizard opens.
3. Select the file type you want to export. You can also export your contacts as a text file.
4. Select the ACT! database that you want to export this information into and hit the Next button.
5. Select the kind of record(s) you want to export. You can choose between Contact, Group or both.
6. Click the Options button and the Merge Options dialog box opens. Here you tell ACT! what you want it to do if it finds the same record in the destination database. Select OK to close the Merge Options box and click Next.
7. Select the Contact or Group records you want to export. Click Next.
8. The final step in the export process is mapping your fields. If your fields aren’t mapped properly you will lose data. Hit Finish.

Now, ACT! will automatically export the selected record(s) from one database to another.