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Notes and History

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ABM
Copper Contributor
Posts: 14
Country: USA
Accepted Solution

Notes and History

Does anyone know a way of copying (transferring) Notes into History? I am managing a new installation and unfortunately inherited a lot of old Act databases and older version users who only ever used Notes. I want to start tracking activities and am struggling with convincing users to start using activities and history instead of Notes. It would help immensely if I could somehow transfer their Notes into History. Would appreciate any advice or guidance. Thanks.

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Accepted by topic author ABM
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Notes and History

You could probably get an ACC to do this for you... or, if you wanted to do it yourself:

 

Export the database with the exporter from www.jltechnical.com

Them import the Notes back into the History with itImport

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Solution
Accepted by topic author ABM
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Notes and History

You could probably get an ACC to do this for you... or, if you wanted to do it yourself:

 

Export the database with the exporter from www.jltechnical.com

Them import the Notes back into the History with itImport

ABM
Copper Contributor
Posts: 14
Country: USA

Re: Notes and History

Hi Mike:

Thank you very much for this information. Looks like these tools will give me what I need. I appreciate your help. Hope all is well down-under! Gordon.