Why
repeat work you've already done? Every once in a
while, you'll find yourself adding contacts from
the same company as an existing contact in the
database. Rather than re-type the new contact's
address, you can duplicate the existing contact.
Once you've duplicated the contact, just enter
your new contact's name and the other field
information will come over from your original
contact.
When you duplicate
a contact, you'll have the opportunity to either
duplicate primary fields or all fields.
The default primary fields are: Company ,
Address 1, Address 2, Address 3, City, State,
Zip, Country, Phone, and Fax.
To duplicate an
existing contact:
In the Contacts view, go to the contact
record you'd like to duplicate.
Click Contacts | Duplicate Contact. The
Duplicate Contact dialog box will appear.
Select whether you'd like to duplicate
data from all fields or just from primary
fields. A duplicate contact will appear.
Even if you selected to duplicate data from
all fields, ACT! will not duplicate
contact-specific data, such as the contact's
name, email address, and phone extension.
In previous versions of ACT! (version 6.0 and
older), you could only add secondary contacts to
a database by adding additional contact fields
for a main contact. In most layouts, these
fields were housed in the Alt Contacts tab. In
ACT! 2005 and 20066, secondary contacts are
their own database entity.
You can add an unlimited number of secondary
contacts for each main contact, and each
secondary contact can have its own field values.
You can view, add, and edit secondary contacts
in the Secondary Contacts tab in the Contacts
view.
It's important to note that you can customize
the columns that are displayed for each of your
secondary contacts by clicking the Options
button in the upper right corner of the
Secondary Contacts tab. From the dropdown,
select the Customize Columns option. In the
resulting Customize Columns dialog box, you can
add, remove, and reorder the fields displayed in
the Secondary Contacts tab.
To add a secondary
contact:
In the Contacts view, go to the
Secondary Contacts tab.
In the upper-left corner of the
Secondary Contacts tab, click the New
Secondary Contact button. The New Contact
dialog box will appear.
Why
repeat work you've already done? Every once in a
while, you'll find yourself adding contacts from
the same company as an existing contact in the
database. Rather than re-type the new contact's
address, you can duplicate the existing contact.
Once you've duplicated the contact, just enter
your new contact's name and the other field
information will come over from your original
contact. 