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russellbrown
Posts: 10
Country: USA
Message 1 of 3 (271 Views)

Moving Notes to History

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>

 

Thanks.

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Copper Elite Contributor
JM
Posts: 431
Country: USA
Message 2 of 3 (262 Views)

Re: Moving Notes to History

Did you see this util its $195 but if your time cost more having to do many give them a call.

http://www.actplatinum.com/Merchant2/merchant.mvc?Screen=PROD&Store_Code=ACT&Product_Code=NOTESHIST

 

 

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.

http://exponenciel.com/actaddons/actaddon.aspx?ID=124

 

JM

 

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Copper Elite Contributor
bobk250
Posts: 153
Country: United States
Message 3 of 3 (254 Views)

Re: Moving Notes to History

Call me for my explanation of the change. It does make sense. BTW the Notes to History tool is great and many ACCs will do this change when we help someone do a conversion.

Bob Kennedy 203-605-8934
Bob Kennedy
ACC
Kenbar Solutions CT & CA
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