09-12-2013 08:55 AM
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.
09-12-2013 10:19 AM - edited 09-12-2013 10:31 AM
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
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
09-12-2013 10:59 AM
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.
09-12-2013 11:21 AM
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
09-12-2013 11:29 AM
Thanks Roy - that's all I got- cheers - FSBill
09-12-2013 11:37 AM
09-12-2013 12:22 PM
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.
09-12-2013 12:57 PM
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.
09-12-2013 04:02 PM