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Sales History

Tuned Listener
Posts: 21
Country: USA

Sales History

Is there a way to import a sales history from another database? The old database being used is not a SAGE product. We are importing all customers, etc. into ACT Premium 2013. The only place I can see to add the sales into each company profile, is under notes or history. Anywhere else or able to import??

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Sales History

You would need a third party addon such as Oakmerge for a more comprehensive import.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129