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Copy Data Between Records

With Copy Data Between Records, you get to insert a list of records in your layout. Upon clicking one, data from this record is copied to the current record, according to a predefined map of fields.

The list may contain contacts associated to the current contact (through a relationship), contacts from a group, opportunities associated to the current contact, contacts associated to the current opportunity, etc.: there are several scenarios depending on whether the list is in a contact, company, group or opportunity layout. See the list of all possible combinations.

Let's say you want to be able to copy data from a contact to an opportunity. You could set up the add-on to list all of the contacts associated with the opportunity in a list that appears in your opportunity layout. Then upon selecting one of the contact in the list, preset fields of your opportunity would be automatically populated with information from the selected contact.

Also make sure you watch our video showing an example of configuration in the online help.

» The best way to discover this add-on
is to browse its online help



Across this Web site, ACT! and ACT! Premium might be referred to as ACT! or Sage ACT!. Sage ACT! was the product name from 2010 to 2013.

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