07-03-2012 07:44 AM
Hello there!
My department is building a new database for ACT and trying to integrate part of the old database into the new one. But we found no easy way to export the Notes for companies.
Do any of you have experience dealing with such issue? Thanks in advance!
07-06-2012 11:42 AM
Greig Hollister
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
07-06-2012 12:10 PM
Hi, Greig,
We need to clean the original database because too many companies in there are no longer valid. So we need to export all the data, clean them, and then create a new database, import the clean data back in.
Now I have figured out a way to export the notes under company, which is by means of "Company Summary" report. However, the report can only be in the format of txt or rtf, which is hard to import back to ACT database.
I wonder if I could imporve my work by doing something different either in the export task or the import task?
07-06-2012 01:53 PM
Greig Hollister
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.