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How to retrieve Notes from ACT! Premium Database

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New Member
Posts: 12
Country: India

How to retrieve Notes from ACT! Premium Database

Hi,

 

I managed to get certain sections extracted to CSV (in my case, companies and contacts). However, I am not able to extract Notes the same manner. Can I get any help in this regard ASAP.

 

Regards

Sapthagiri

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Nickel Super Contributor
Posts: 829
Country: USA

Re: How to retrieve Notes from ACT! Premium Database

sapthagiri_186,

 

Unfortunately you cannot export notes to CSV format.  You can export all data to/from one Act! Database to another.  If you need to export your notes/histories to another file I would strongly suggest contacting one of our Act! Certified Consultants to see if they can aid you with the transition.

Billy Clark
E: Billy.Clark@kqc.ca
P: 800-857-0558 x334
Act! Certified Consultant
MaaS Certified Consultant
World’s #1 Act! Reseller!
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Copper Elite Contributor
Posts: 318
Country: Germany

Re: How to retrieve Notes from ACT! Premium Database

Hi Sapthagiri,

 

you can use our addon Export-it to export all notes and any other needed data like activity's, History, Opportunity, groups, etc,

 

regards

 

Ingo Lange

ACC since 1995

 

 

ACC since 1995
Developer of Addons for ACT

CrmAddon Factory
+1 208 56192-34