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Export Data based on record manager

New Member
Posts: 3
Country: USA

Export Data based on record manager

My company is starting a new office and we are moving sales guys to the new office.  We want to export the data from our current database and create a new one for the new office with the data of the sales guys moving. 


I can do to exports, company and contacts, after I do a look up based on record manager.  THe problem is nothing is linked together.  The companies all show up as do the contacts, but the contacts aren't linked to the companies. 


Is there a way to do a complete export based on Record Manager or should I not even be exporting?  What is the best way to go about this?

Nickel Elite Contributor
Posts: 508
Country: USA

Re: Export Data based on record manager

Two options come to mind - 

 

One is get an inexpensive addon that mass updates the contact/company link, or

 

Do a Save Copy As... of the database, then with each copy, delete what you don't need from each one, leaving you with two new databases specific to your Record Manager requirements.

 

Hope this helps...

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
New Member
Posts: 3
Country: USA

Re: Export Data based on record manager

The Save Copy As is a great idea.  I've started with the contacts and that worked.  I can't delete multiple companies in Company List.  Is there a way to delete multiple companies in Act 2009 Premium?

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Export Data based on record manager