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How do you Export ACT! v.21 History & Notes?

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Copper Contributor
Posts: 55
Country: USA
Accepted Solution

How do you Export ACT! v.21 History & Notes?

I am in the process of transitioning from ACT! Premium V. 21 to HubSpot.  Downloading my Contacts, Groups, Companies, Opportunities and Tasks was easy.  I'm stuck however, with downloading History (ie, past phone calls, emails and meetings from calendar).   I've heard of JL Technical's export app, but I'm not sure if that's the most effective way to do this.  

 

I will appreciate any ideas or referrals that you can offer to me.

 

Thank you.


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Accepted by topic author juliansdad
‎04-04-2020 09:56 AM
Copper Super Contributor
Posts: 22
Country: India

Re: How do you Export ACT! v.21 History & Notes?

Hi,
Directly from Act you can't export History/Notes. You can try any 3rd party applications.

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Solution
Accepted by topic author juliansdad
‎04-04-2020 09:56 AM
Copper Super Contributor
Posts: 22
Country: India

Re: How do you Export ACT! v.21 History & Notes?

Hi,
Directly from Act you can't export History/Notes. You can try any 3rd party applications.
Highlighted
Copper Contributor
Posts: 55
Country: USA

Re: How do you Export ACT! v.21 History & Notes?

Thank you!