Merging attachments into an ACT! database
You can merge contact, group or company records, and activities from e-mail messages into your ACT! database
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Standard users and above can merge the attached records into an ACT! database. |
To merge an attachment into an ACT! database
Open the e-mail message containing the contact, group or company record, or the activity, and then double-click the attachment.
The Merge Options dialog box opens. Press F1 for more information.
In the If source records match destination records box, specify the action for the record or activity.
In the If source records do not match destination records box, specify whether or not you want to add the record or activity.
Click OK.
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The "source records" are the records in the attachment; the "destination records" are the records into which you are merging. |