09-09-2015 02:27 AM
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!
09-09-2015 03:36 AM - edited 09-09-2015 03:38 AM
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.
09-09-2015 06:19 AM
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.
09-09-2015 07:04 AM