How To Import Contacts From Act:
-
Click on the Contacts Button in the Home tab of PKS6
-
Click Import Contacts from ACT in the window that pops up
-
Navigate to and sign into your Act Database
-
To move all contacts, click the double green arrows. Please note this is only recommended when combined with the “Only Show Users” box checked.
-
To Move specific contacts you can search for them, select them in the list and click the green, single arrow to move them to the import list.
-
To move multiple contacts from the contact list to the import list, use Ctrl + click to select multiple records and then click the green, single arrow to move them.
-
Once you have selected all of the contacts you wish to import, Click Ok.
-
Your Contacts are now usable for assigning tasks etc within PKS6.
Mark Doubrough
Comments