Community
Showing results for 
Search instead for 
Do you mean 
Reply

How to export company notes to excel

New Member
Posts: 1
Country: United_Kingdom

How to export company notes to excel

Hi Forum, When I export companies to excel I want the most recent note to also export can anyone help me figure out a way to do this.

 

Thanks in advance

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: How to export company notes to excel

Notes wouldn't fit in an Excel cell ... Best option might be to use a report
Bronze Elite Contributor
Posts: 1,409
Country: United_Kingdom

Re: How to export company notes to excel

You cannot export notes using Excel but you could use the Company Comprehensive Report to get the information out of ACT if that would help. 

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: How to export company notes to excel

Excel can't be used for that. You could use a report but it would be a complex template to create. I assume that you actually mean History rather than Note but the same applies to both. If you want a history or note specific to the company record you would need to use a third party report editor because the ACT! reports includes all the history  and notes for all the contact connected to the company as well as the ones specific the the company record. In either case isolating the most recent history or note requires significant script programming to make that work. I did create an ACT! contact report that included the most recent Call, Meeting, or Todo history along with the most recent note.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129