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Copying field data to note field?

Copper Contributor
Posts: 131
Country: USA

Copying field data to note field?

I would like to copy my field data (all of it) to a note before I merge files, just in case the merge goes bad.  Thoughts?

 

Maybe export the data into an excel file, combine into a single field, and import it?  Is there a better way?

 

TIA

 

PS: Sage ACT! Premium 2011 Version 13.1.111.0. Hot Fix 4  Win 7

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Copying field data to note field?

I'm glad to see that you were wanting to backup the fields before making the changes!  Excellent best practice.

 

2 possible options:

1. Performing a backup of the database (File > Backup > Database).  If the merge is not as expected, restore the backup.

 

2. Use the File > Save Copy As option to create a copy of the database - perform the merge in the copy of the database to verify the results.  If they are as desired, use the updated copy of the database as your new main database or perform the merge on the original database.

 

 

 

Greg Martin
Sage