Introduction: In this blog post, we’ll explore a simple yet powerful solution in ACT that allows users to copy history or notes from one contact to another. Tony Holowitz, an expert in ACT usage, addresses this common question posed by ACT users and demonstrates an easy-to-follow keyboard shortcut for seamless data transfer. Let’s dive into this time-saving technique and streamline your data management within ACT.

1. The Challenge of Data Transfer: Many ACT users face the challenge of transferring historical data or notes from one contact to another. This situation often arises when a contact leaves a company or goes out of business, and their history needs to be preserved or shared with another relevant contact.

2. The Hidden Solution: Tony unveils the straightforward solution that not many users are aware of – using keyboard shortcuts to copy and paste the desired history or notes. This method eliminates the need for complex data manipulation and saves valuable time.

3. Step-by-Step Guide: To copy history or notes from one contact to another, follow these simple steps:

   a. Open the contact with the history or notes you wish to copy. b. Click on the very first history or note entry. c. Press and hold the Shift and Control keys simultaneously. d. Locate the “End” key on your keyboard (not “N” as in Nancy) and press it while still holding Shift and Control. e. Now that all the history or notes are selected, press “Ctrl + C” on your keyboard to copy the selected data.

4. Pasting the Data: Once you have copied the desired history or notes, navigate to the target contact where you want to apply this information. Click on a blank area in the contact to ensure you’re ready to paste the data.

5. Utilizing the Keyboard Shortcut to Paste: Using the same time-saving technique, press “Ctrl + V” on your keyboard to paste the previously copied history or notes. The data will now seamlessly transfer to the new contact, and you can verify that it’s still retained in the original contact.

6. Enhancing Efficiency with Simple Shortcuts: By employing these keyboard shortcuts, ACT users can efficiently manage and transfer data without resorting to complicated procedures. This method streamlines the process of preserving historical records or sharing relevant information with other contacts.

Conclusion: Copying history or notes from one contact to another in ACT no longer needs to be a daunting task. Thanks to Tony Holowitz’s expert advice, users can now utilize simple keyboard shortcuts to effortlessly copy and paste data, saving time and effort in the process. Streamline your data management within ACT and explore the many time-saving tips shared by Tony on 365ACTTips. Enhance your ACT experience and boost productivity with these valuable insights. Thank you for reading, and may you have a great day!