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wldcdn
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Message 1 of 39 (25,335 Views)

Export Notes from ACT to excel

I would like to export a copy of my 'notes' in ACT to excel - is there any easy way to do this?  Thank you!
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pbuchtmann
Posts: 955
Country: Australia
Message 2 of 39 (25,311 Views)

Re: Export Notes from ACT to excel

I don't see an easy way to do this for 2 reasons

 

a) There is a limit in the length of text in an excel field as it woudl cut off beyond the limit

 

b) The one way might be to print the notes report to .rtf and then open this in Word would be one simple answer

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
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GLComputing
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Message 3 of 39 (25,494 Views)
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iseekyoda2
Posts: 7
Country: United States
Message 4 of 39 (25,015 Views)

Re: Export Notes from ACT to excel

SURE! Who's going to pay for the add-on?  Not me.  ACT needs to get their ACT together and provide me a way to get my data out by means other than a class-action lawsuit.
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GLComputing
Posts: 13,878
Country: Australia
Message 5 of 39 (25,069 Views)

Re: Export Notes from ACT to excel

As Paul said, Excel doesn't have the ability to store the amount of information that can be stored in ACT!'s Notes... so it might be Microsoft you want to chase with that lawsuit.

 

Of course, ACT! provides many methods for people to get access to the data externally:

OLEDB - http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1402...

ODBC - http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=2298...

SDK - http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1496...

 

Unless you work for free, you'll usually find it's better value to get the addon to do the export properly.

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dlunceford
Posts: 4,373
Country: USA
Message 6 of 39 (25,106 Views)

Re: Export Notes from ACT to excel

iseekyoda2,

 

As Mike stated, the ability to get your notes to out of ACT! is already available in a number of ways without the purchase of an addon. 

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iseekyoda2
Posts: 7
Country: United States
Message 7 of 39 (25,664 Views)

Re: Export Notes from ACT to excel

Thanks for the information.  I have been able to get my notes and history out...

 

But, there doesn't seem to be any field in Notes or History databases that ties in those entries to the contacts in the contact database.

 

How can I do this?

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GLComputing
Posts: 13,878
Country: Australia
Message 8 of 39 (25,669 Views)

Re: Export Notes from ACT to excel

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iseekyoda2
Posts: 7
Country: United States
Message 9 of 39 (25,893 Views)

Re: Export Notes from ACT to excel

Well, the only method I was able to successfully use was OLEDB into EXCEL.  I found that the notes data was in RTF format, but that's not a problem.  But, I did not see any UniqueID fields in the export.  I sincerely appreciate your help.
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Copper Contributor
iseekyoda2
Posts: 7
Country: United States
Message 10 of 39 (25,935 Views)

Re: Export Notes from ACT to excel

VICTORY!  I have solved the issue.  I got my data out and all of the IDs.   Hmmm, I see a business opportunity here.
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