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                             ACT! Tips and Tricks - February 2003

How can I schedule a phone call for many contacts?

I have a group or lookup of people that I want to schedule a call with.  Is there a way to schedule a call for multiple people at one time?

ACT! has a feature that makes this easy to do within the Schedule Activity dialog box. :

  1. Create a lookup or select your Group of the people you want to schedule a call with.
  2. Press Ctrl+L to open the Schedule Activity to schedule a call.
  3. Choose the activity's particulars, i.e. Date, Time, Regarding, and so on.
  4. Click on the Contacts button and select the Select Contacts option.
  5. Choose the Current Lookup option and click the Add All button.
  6. Select the Create Separate Activity For Each Contact option and click OK.

Now ACT! will schedule an activity for every contact in the lookup.

How can I insert a short note for many contacts?

I have a group or lookup of people that I want to insert a note for.   Is there a way to insert a short note for multiple people at one time?

ACT! has a feature that makes this easy to do:

  1. Create a lookup or select your Group of the people you want to insert a Note for.
  2. On the menu, select Edit and the Replace.
  3. Type the note into the Last Results Field.
  4. Press Ctrl-A and you will see the following dialog on screen

  1. Click Yes

Now ACT! will add the Note to every contact in the lookup.

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