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Exporting History from Act!

New Member
Posts: 1
Country: United_Kingdom

Exporting History from Act!

Hello

 

We are currently working on implementing a new system and need to export data from act!

 

Is there a way history etc can be exported?  Obviously contacts and companies are easy, but history and opportunities seem a bit more challenging!

 

Thank you

Bronze Super Contributor
Posts: 1,572
Country: United_Kingdom

Re: Exporting History from Act!

[ Edited ]

Hi Louise,

 

Thanks for your time on the phone just now.

 

I'm sorry you had problems but am sure they could have been resolved with a good experienced Act! consultant.

 

You might take a look at: http://www.jltechnical.com/conversion_CSV.htm 

 

I can't guarantee this and wish you well with your alternative CRM.

 

If you have a change of mind or problems then please feel free to contact us.


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
Copper Elite Contributor
Posts: 108
Country: United States

Re: Exporting History from Act!

Louise, if you have Act v16 or v17 you can use the History List and easily export all of your histories to Excel.  Same holds true for the Opportunities.  Just "customize the columns" so that all of your information will export.

Karen Fredricks
Tech Benders
561-470-5450
Bronze Super Contributor
Posts: 1,572
Country: United_Kingdom

Re: Exporting History from Act!

But how will the History and Opps attach to the correct Contact?

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org