How to Complete Multiple Activities
From CompanionLink Support
ACT! 6.0 to 3.0
- Open Act.
- Go to the View menu.
- Click on Task List.
- At the top of the screen will be a button with the word Filter. This should have a down arrow next to it. If this arrow points right, then click on the button to expand the Filter list.
- Under Types To Show, click all of the types you wish to complete.
- Under Priorities To Show, click all of the priorities you wish to complete.
- Under Dates To Show, choose Past Dates.
- Make sure that Show Only Timeless and Showed Cleared Activities are unchecked.
- A list of past activities should be displayed below.
- To the left of the first activity should be a grey box. Left-click on this.
- Scroll down to the last activity in the list.
- Hold down the Shift key on your keyboard and left-click on the last activity.
- Right-click the selected activities.
- Click on Clear Multiple Activities.
- Click on Completed.
- Click OK.
- This will leave the recurring activities in the list. Recurring activities must be erased, one by one, and cannot be cleared.
ACT! 2005 and higher
- Open Act.
- Go to the View menu.
- Click on Task List.
- At the top of the screen, set Dates to Past.
- Under Types, click all of the types you wish to complete.
- Under Priorities, click all of the priorities you wish to complete.
- At the top right, there will be a dropdown menu for Options.
- Make sure that Show Only Timeless and Showed Cleared Activities are unchecked.
- A list of past activities should be displayed below.
- Click on the first activity in the list.
- Scroll down to the last activity in the list.
- Hold down the Shift key on your keyboard and left-click on the last activity.
- Right-click the selected activities.
- Click on Clear Multiple Activities.
- Click on Completed.
- Click OK.
- This will leave the recurring activities in the list. Recurring activities must be erased, one by one, and cannot be cleared.
GoldMine
- Open GoldMine.
- Go to the View menu.
- Click on Activity List.
- Click on the Open tab. This is the list of active calendar entries.
- Right-click anywhere in this window.
- Click on Options.
- Click on Auto-Update.
- Put a checkmark next to Complete Select Activity Types Only.
- Check all of the applicable boxes.
- Include a date range for the activities you wish to complete. (Recommended: 1/1/1900 to yesterday's date)
- At the top, you may add a result code and a success option, if you wish. This step is optional.
- Click OK. This will automatically complete all of the activities with these types in this date range.