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Primary to Secondary Contact Wizard

Use this plug-in to change a primary contact into a secondary contact. The tools allows you to optionally copy notes/histories to the main primary record. It also allows you to keep the original contact as a primary.

  • Shows a pop-up menu box that allows you to select whether or not you want to copy all the notes and histories from the contact that is being "demoted" to the primary contact.
  • Gives you an option to delete the secondary contact record or keep it as a primary.

System Requirements

  • Sage ACT! Pro 2012/Sage ACT! Pro 2013 or Sage ACT! Premium 2012/Sage ACT! Premium 2013
  • 1 MB free hard disk space

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