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Copy Data Between Records

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Example of configuration: copying contact data into an opportunity

List of all the possible configurations

The purpose of the add-on is to display a list of records in your ACT! layout, so that upon selecting one of these records, data from the selected record is copied into the current one. In this topic, we list all of the possible configurations for each ACT! layout.

Configurations for the Contact layout/screen

In the Contact screen, you can have the list display:

  • Relationships, ie. contacts listed under the Relationships tab
  • Contacts belonging to a specific company
  • Contacts belonging to a specific group
  • Associated opportunities
  • The company the contact belongs to
  • The groups the contact belongs to

Configurations for the Company layout/screen

In the Companies screen, you can have the list display:

  • Contacts belonging to the company
  • Associated opportunities

Configurations for the Group layout/screen

In the Groups screen, you can have the list display:

  • Contacts belonging to the group
  • Associated opportunities

Configurations for the Opportunity layout/screen

In the Opportunities screen, you can have the list display:

  • Associated contacts
  • Associated companies
  • Associated opportunities

PREVIOUS TOPIC
Keeping your add-on up-to-date or reinstalling it

NEXT TOPIC
Example of configuration: copying contact data into an opportunity

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