04-07-2015 03:31 PM
I am in the process of exporting all of my data into excel from ACT Premium 2012- however the export only includes the basic contact info fields and does not include any activites/notes/etc. After reading through similar posts, It seems the conclusion is that in order to do this you need to get a 3rd party add on. Is this the case, and if so which is reccomended?
04-07-2015 04:17 PM
04-09-2015 08:17 AM
Would it be possible to extract the notes and history by generating a report of some sort? I see that notes/history can be exported into a report by rich-text, html, pdf, and text.