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Exporting some of the records - ACT 2006 Premium

New Member
Posts: 1
Country: canada

Exporting some of the records - ACT 2006 Premium

I want to give some (but not all) of my customer records to someone else that also has Act Premium 2006.  How can I transfer just some of these records?
Copper Super Contributor
Posts: 206
Country: USA

Re: Exporting some of the records - ACT 2006 Premium

Create a look up of the records you want to share. Choose File, Export. Follow the wizard looking for the option to export only the current lookup.
Brad Marquardt
realtimeACT, Inc
Colorado, USA
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Exporting some of the records - ACT 2006 Premium



Dgriffioen wrote:
I want to give some (but not all) of my customer records to someone else that also has Act Premium 2006.  How can I transfer just some of these records?



Are you both on the same version?
Is there a chance the records may already exist in their copy?
Do you want to send all info connected with the records (notes/hist/etc) or just the contact fields?