Advanced CopyFields Wizard

Advanced Copy Fields screens

Advanced Copy Fields Wizard screens

Ever import an Excel spreadsheet into ACT! and notice that you have data in the wrong fields? For example, you put companies in the contact column and vice versa. Ever import or migrate data from another older version, or product, and find that a date field was entered using Text formatting and not date formatting? Now you want to move the data to a true date field. That’s where this tool comes in handy.

This ACT add-on wizard will create a set of three additional menu items on the EDIT menu for Contacts, Companies and Opportunities. These extra Copy/Replace/Swap menu items are an extension to the already great replacement tools provided by ACT! You will see Copy Extended, Replace Extended, and Swap Extended. Using these dropdowns, you can copy, replace or swap ANY type field with ANY other type field. That includes text to date, date to text, etc. If the fields you are swapping are different sizes, you will see an error alerting you to possible truncation of data.

If you copy a text field that has date entries into a date field, the wizard will do it’s best effort at pulling over the text as dates. It will use the underlying system date specifications that are enabled in your operating system.

System Requirements: ACT! v19 or higher

Price: $29.99

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Patricia Egen Consulting – Developers of ACT Addons