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Database from 2011 to 2010 Financial Professionals

New Member
Posts: 5
Country: USA

Database from 2011 to 2010 Financial Professionals

Is it possible to convert Premium 2011 database to 2010 Financial Professionals?

It is because we standard with 2010 Financial Professionals for all new employee and since new release is not another year away for 2012 skipping 2011. These new employees are coming in with 2011 database which we don't want to support.

Thank you

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Database from 2011 to 2010 Financial Professionals

Not without a lot of work exporting and importing... not sure how many you're talking about (new on 2011 and current on 2010), but might be an option to upgrade the 2010 to 2011 and get Upgrade insurance, so they're already covered from 2012
New Member
Posts: 5
Country: USA

Re: Database from 2011 to 2010 Financial Professionals

I would love to upgrade if there is a new version for "Financial Professional". Our setup is server base and we needs these special field. We'll try the export and import.

Thanks

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Database from 2011 to 2010 Financial Professionals

The Export/Import isn't simple. It requires a special utility to getall the things like notes and history. Here is the link for the utility. http://www.jltechnical.com/exporter.htm

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129