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Import into notes

Copper Contributor
Posts: 105
Country: United States

Import into notes

Using Act! Premium Version 16.0.291.0, Hot Fix 4.

 

When importing from Excel - how do you import some fields into Notes.

Copper Super Contributor
Posts: 478
Country: Australia

Re: Import into notes

I think you would need a 3rd party addon for that

Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Bronze Super Contributor
Posts: 1,576
Country: United_Kingdom

Re: Import into notes

You can use the Act! Import Wizard and 

 

select "Memo, Note, or Notes" to "Add toAct! Note"

HTH


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org