Community
Showing results for 
Search instead for 
Do you mean 
Reply

How to retrieve Notes from ACT! Premium Database

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

Moderator
Posts: 704
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
Swiftpage
Act! Knowledgebase: http://kb.act.com
Copper Elite Contributor
Posts: 232
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
+1 203 541 0040