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Exporting & Re-importing Data into ACT

New Member
Posts: 3
Country: United States

Exporting & Re-importing Data into ACT

Hello,
I need to change the Record Manager field on the company level for multiple companies.
For some reason there is no replace function for this on the company level in our version
of ACT 2008 Premium. Someone suggested doing a lookup of the companies that need
the Record Manager change and exporting to excel. From there I would change the data
and reimport back into ACT.
I can't get this to work. Is this even possible or should I be looking for another solution?

Thanks!

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Exporting & Re-importing Data into ACT

We have just had created a tool for a user that can do mass updates of Limited Access Security and Record Manager fields to Companies/Groups as well as any sub-divisions/sub-group and all their linked contacts as well.

 

Might be what you're looking for?

New Member
Posts: 3
Country: United States

Re: Exporting & Re-importing Data into ACT

Thanks Mike!

I'd like to know more about it.
Can you provide a link?

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Exporting & Re-importing Data into ACT

Don't have a link for it, as it was created as a custom solution for a user ... if you send me your email via a Private message (the envelope icon top-right of the pages on this site), I'll organise a remote session to show you
New Member
Posts: 3
Country: United States

Re: Exporting & Re-importing Data into ACT

I'd love to see the app you created, but can't figure out how to email you!
Where can I get your email address?

 

Thanks!