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Cut and Paste to manage your ACT schedule
10/12/2008 10:09:46 PM Link 0 comments | Add comment

2008 October, ACT!, Calendar

Originally Posted October 12 2008

If you are using ACT and take advantage of its calendar to manage your schedule, you probably know about some of its handy features like; linking appointments to specific contacts to track their history, setting up reoccurring appointments that propagate through your schedule and even assigning appointments to other members of your team.  There is another handy feature that you may not know about.

If you scheduled an appointment and perhaps want to schedule a similar appointment, for a different day and time there is a short-cut - use the copy and paste feature.

For example, let's say for just this week you have schedule some time to review a list of prospective clients that you received from a trade show.  After first glance, you think it will take more time than you initially thought so you need to schedule additional time to review the list.  Instead of scheduling a new appointment, just use the Cut and Paste feature.

In ACT!
1. Click once on the appointment to select it

2. Edit > Copy

3. Click on the day you want to schedule the additional time

4. Edit > Paste

This works on all versions of ACT! from 2000 and newer.

That's it!

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