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ACT PRO 2012

KLF
New Member
Posts: 1
Country: USA

ACT PRO 2012

Our ACT! 2012 is on a Windows 7 Enterprise platform and it is on a shared server (multiple users). 

I have inherited an ACT database that has entries over 18 years old.  I am not a trained user of ACT at all.  I work for a small non-profit that has no one really trained in this CRM.  My most pressing question is can I save the old ACT database as a "legacy" database and start anew?  We have purchased a Dunn and Bradstreet list of companies and contacts that is only 3 years old and I'd like to upload that to ACT and use that as the "new" database.  Is that possible?  Can you point to me the directions for doing this? 

Appreciate it.

 

Employee
Posts: 109
Country: USA

Re: ACT PRO 2012

[ Edited ]

16470 How do I create a new database in Act!?

 http://kb.swiftpage.com/app/answers/detail/a_id/16470/kw/new%20database

 

26828 How to Import Contact Data from an Excel®, Comma Delimited (CSV), or Text Delimited (TXT) File into Act!
http://kb.act.com/app/answers/detail/a_id/26828/kw/import%20contacts