Scheduling activities for multiple contacts

ACT! Premium Web 2005 Server

Scheduling activities for multiple contacts

To schedule an activity with multiple contacts

  1. Schedule an activity.

  2. In the General tab, click the Contacts button, and then click Select Contacts.

The Select Contacts dialog box appears. For field definitions, press F1.

  1. From the Select from field, select All Contacts, Current Lookup, Groups, or Companies.

  2. From the Contacts to select from list, select contacts, and then click the right arrow button. For information on selecting multiple items, see Selecting more than one name or item.

or

To add all contacts in the Contacts to select from list, click the double-right arrow button.

To search for a user, contact, or company, sort the list by clicking the column header you want to search by, and then in the Look for field, type the first few letters of the user's, contact's, or company's name.