08-03-2011 01:32 PM
For whatever reason our updates on contacts used to go into the notes section, but a few years ago people started using the history section instead. (I haven't been able to figure out why there was a change, but am told there was a reason for this)
Is there a script or something that could move all the items in the notes section to the history section? Or am I stuck having someone manually copy them over. We are cleaning out the system and trying to streamline the histories so we can eventually transition to a newer version of ACT or another CRM>
08-03-2011 04:54 PM
Did you see this util its $195 but if your time cost more having to do many give them a call.
If you need a count of how many notes and diff. types of history records run the 21 day free trial tool I own it. Don't purge just hit the Notes Count Report button.
08-04-2011 07:35 PM