Editing contact records

ACT! Premium Web 2005 Server

Editing contact records

To edit a contact record

  1. Find the contact record that you want to edit.

You can perform a lookup to find the contact record, or select a record from the Contact List.

  1. Move the cursor to the field that you want to update.

  2. Select the data that you want to replace, and then type the new data or delete the data.

The change is saved automatically when you move out of the contact record. You can also click the Save icon on the toolbar to save the record.

Undo your last change by choosing Undo from the Edit menu. To undo all changes to the contact record, choose Undo Changes to Contact from the Edit menu before the contact record is saved.

To edit multiple contact records

  1. In the Contact Detail window, perform a lookup to find the contacts whose records you want to update.

  2. From the Edit menu, click Replace Field.

The Replace Data window appears with empty fields.

  1. In the Replace contents of field, select a field from the list.

  2. In the Value field, select an item from the list or type the new or changed information, and then click OK.

All contacts in the current lookup are affected by this procedure. If the process takes too long and you need to cancel it, press the ESC key. Changes that have been made will remain in effect.

  1. Click Yes to confirm your selection.