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Act 2013 Importing records and Notes/Histories Help Please

New Member
Posts: 4
Country: United_Kingdom

Act 2013 Importing records and Notes/Histories Help Please

I am using Act 2013.  A colleague who used to use Act 2010 or 2011 has given me the opportunity to import some of his records into Excel and import them into 2013.  However, having made sure all the headers are the same ie Contact, Name, Company, E-Mail etc etc I am now stuck on how I also export to Excel the Notes'Histories information as I really need that information too.  Can this be done?  

 

If there is another way to get the information from his machine to mine which allows all the Notes/History information to come across this would be helpful too.

 

Thanks

 

JilH

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Act 2013 Importing records and Notes/Histories Help Please

New Member
Posts: 4
Country: United_Kingdom

Re: Act 2013 Importing records and Notes/Histories Help Please

Hi,  I have aces to both Act systems.   Can you suggest the best way to get the group of records including Notes/Histories from one machine to another?

 

Let me know.

 

Thanks a lot

Jill

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Act 2013 Importing records and Notes/Histories Help Please

Basically:
1. Open Source database
2. File | Save | Create Empty Copy
3. Create new Database
4. Export My Record to Temp database, make it the user
5. Lookup the records in Source and export to Temp
6. Move Temp to Machine Receiver
7. Import Temp into Database Receiver