03-12-2012 07:21 PM - last edited on 03-13-2012 01:53 PM by ghollister
Did you try the Magic DB Explorer program? As using this I have been able to export the Notes history (though it's pretty messy with bits of gobbledegook - requires lots of clean up). It seems logical to me that the sql used to export the Notes should be able to be adjusted to export the Appointment History instead... but I don't know anything about sql (just copied the sql kindly provided by jtothez in this thread, which I tried unsuccessfully to amend).
ACT is one big clunky pain - I am exporting because we are transferring everything to an industry specific software program.
[edit - removed expression after 'pain"']
06-27-2013 03:40 AM
07-03-2013 06:02 AM
07-04-2013 09:03 AM
how do i proceed - i tried going through the website links i found but it was not clear.
i have filled in a interest form and no one emailed or called.
i would like to buy this software and try to use it.
if i do will you or someone be onhand to support if i have questions?
how do i buy it?
Please send me your email so we can be directly intouch - email@example.com
12-24-2013 01:09 AM
12-30-2013 02:53 PM
I was glad to find your response tot his problem with exporting notes from act to excel. My problem is that I have an old colleague who used Act 2012 who has contacts which he can let me have, that's saving me time in entering them from scratch. I use Act 2013 with my new company and although I can export the record information from his computer into excel I am not able to get the Notes/Histories information. I thought you solution may help me but not being so familiar with Act I fall at the first hurdle - 1. create a report thatoutputs an HTML table with all the fields. Can you help me with this bit and then I might get somewhere with the rest of the actions.
Look forward to hearing.
12-30-2013 05:03 PM
I've uploaded the report I used here so you can edit it yourself:
When you run the report, it outputs html with this header:
<html><head><title>ACT Contacts</title></head><body><table id="contacts" valign="top" halign="left" border="1"><tr> <th>Title</th><th>First Name</th><th>Middle Name</th><th>Last Name</th> <th>Suffix</th><th>Job Title</th><th>Company</th><th>E-mail Address</th> <th>E-mail 2 Address</th><th>E-mail 3 Address</th><th>Primary Phone</th> <th>Home Phone</th><th>Home Phone 2</th><th>Mobile Phone</th><th>Pager</th> <th>Home Fax</th><th>Business Phone</th><th>Business Phone 2</th><th>Assistant's Phone</th> <th>Company Main Phone</th><th>Business Fax</th><th>Other Phone</th><th>Other Fax</th> <th>Callback</th><th>Car Phone</th><th>ISDN</th><th>Radio Phone</th> <th>TTY/TDD Phone</th><th>Telex</th><th>Home Address</th><th>Business Address</th> <th>Other Address</th><th>Web Page</th><th>Spouse</th><th>Children</th> <th>Manager's Name</th><th>Assistant's Name</th><th>Referred By</th><th>Billing Information</th> <th>Internet Free Busy</th><th>Department</th><th>Directory Server</th><th>Account</th> <th>Organizational ID Number</th><th>Hobby</th><th>Language</th><th>Location</th><th>Mileage</th> <th>Office Location</th><th>Birthday</th><th>Anniversary</th><th>Profession</th> <th>User 1</th><th>User 2</th><th>User 3</th><th>User 4</th><th>Notes</th> <th>Categories</th></tr>
01-01-2014 12:26 PM
More help erquired if possible I clicked on the link and did the steps up to trying to run the report in Act but it came back saying that this was a previous edition and would I like to convert . I clicked on ok and then a few seconds later it came back Act cannot open this.
Also, is there a way I can get the information across without using the Excel programme senario. I have access to both Act Systems if that helps.
01-01-2014 12:39 PM
My recommendation is to start with the end in mind.
Find out what import formats your target system supports, then create an ACT! report that outputs that format
Take a look at the reports that come with ACT.
Find one that has the data you need
Save it to a new report file
Then open the new report file with the ACT report editor and start editing
If you can't figure this out, then I'd recommend hiring someone who has done this before so you dont pay them to learn it