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How to extract Notes, History, Documents, Web Info, Addresses to CSV format in ACT! Premium

New Member
Posts: 12
Country: India

How to extract Notes, History, Documents, Web Info, Addresses to CSV format in ACT! Premium

Hi,

 

I am trying to extract Notes, History, Documents, Web Info, Addresses from ACT! Premium however, I am failing to do so. I would like to know if there is a way to extract them (more likely to CSV formats).

 

The problem I am facing while extracting History (Reports->Notes/History), it is showing me that "Saving in Progress" and the "Page count is going Up on 30,000" and there its getting struck. And to reach 30,000 pages in there it is taking 2-3 hours time.

 

Basically, this process is killing my time and also driving me crazy. It would be great if you people can help me in achieving this sooner.

 

Best Regards

Sapthagiri 

Nickel Elite Contributor
Posts: 934
Country: USA

Re: How to extract Notes, History, Documents, Web Info, Addresses to CSV format in ACT! Premium

[ Edited ]

Hello Sapthagiri,

Will try to help, not sure I will be able to resolve but please provide more info.

Describe your environment. What Operating system / systems?

What version of ACT? (complete reference Help / About)  How many users ? Remote Databases?

How many total records in your database and how many records are your attempting to run a report on or Export?

Attempting a Export  or Report?

Reference How To Export KB info

http://kb.swiftpage.com/app/answers/list/kw/export%20to%20csv/sno/1/search/1/session/L3RpbWUvMTM3OTA.....

 

I do not see exactly what you are trying to do?

Did you perform a lookup of your desired data to be used?

Not sure you would be able to include Documents?

ok will wait to hear back from you with the details - cheers - FSBill

 

 

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
New Member
Posts: 12
Country: India

Re: How to extract Notes, History, Documents, Web Info, Addresses to CSV format in ACT! Premium

Hi,

Ours is an Windows XP system. Basically, there are Companies, Contacts, Opportunities and I could export these into CSV files (File->Export--..).

 

The case over here is that there are other fields like Addresses, Notes, History and Documents in the above mentioned items and I want these also to be exported to CSV files. 

 

Regards

Sapthagiri

New Member
Posts: 12
Country: India

Re: How to extract Notes, History, Documents, Web Info, Addresses to CSV format in ACT! Premium

And the version we have is "ACT! by Sage Premium 2010 Version 12.1.181.0 "
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: How to extract Notes, History, Documents, Web Info, Addresses to CSV format in ACT! Premium

There isn't any export available in the ACT! program to export the Notes, History or Oppertunities. For that you would need a third party exporter. Check here. http://www.jltechnical.com/exporter.htm

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Nickel Elite Contributor
Posts: 934
Country: USA

Re: How to extract Notes, History, Documents, Web Info, Addresses to CSV format in ACT! Premium

Thanks Roy - that's all I got- cheers - FSBill

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
New Member
Posts: 12
Country: India

Re: How to extract Notes, History, Documents, Web Info, Addresses to CSV format in ACT! Premium

So, you mean to say that in order to get extended data(Notes, History and Activities), we need to have 3rd party tools.

From what I have understood from the discussion so far is that only for those items which do have list view, we can export them to csv formats and for others we need to have a 3rd party tools installed.

Please correct me if I am missing out anything.
Nickel Elite Contributor
Posts: 934
Country: USA

Re: How to extract Notes, History, Documents, Web Info, Addresses to CSV format in ACT! Premium

Yes. As I understand things. I am no expert in this specific area. Sorry.

I don't believe too many folks attempt what you are wanting to do.? Good luck.

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: How to extract Notes, History, Documents, Web Info, Addresses to CSV format in ACT! Premium

That's correct. Because the ACT! datebase is multitable an export of the history only would be meaningless because there would be no connection to the other tables.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Super Contributor
Posts: 1,679
Country: Australia

Re: How to extract Notes, History, Documents, Web Info, Addresses to CSV format in ACT! Premium

I use Stonefield Query to produce some reports that are needed in .csv files by some of my clients.