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Migrating Data
Migrating data allows the administrator to copy data from existing contact, company, group or opportunity fields into new custom table records. For example, contact data such as:
- Open ACT!
- Click on the File menu and select Keystroke Designer Migrate Data...
- A Migrate Data from ACT! window will appear. Every field in the custom table will appear along with a drop down. Select the appropriate Custom Table and contact field to map data. Fields which are not mapped will remain blank and the Record Manager will be the current user.
- Click the OK button. A confirmation dialog box will appear. Click Yes and watch the progress bar.
When completed, a dialog box will ask if you would like to perform another migrate. Repeat for all additional rows. Map additional fields.
- Click OK to close the Define Fields Window.
NOTE: Rows for which all data is empty will not create new Custom Table records.
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