10-10-2017 06:37 AM - edited 10-10-2017 06:38 AM
I would like to export contacts into Excel based upon a records Note Date. I thought about using the Edit Date, but it doesn't really represent when the last real contact was made with the prospect. I want to export all contacts in which a note was entered since 2015.
Is there a way to accomplish this?
I use ACT! Pro 2012 Version 14.1.108.0
10-10-2017 07:26 AM
Hi NMTCorp,
The best way would be to create a lookup via the Contact Activity Lookup. Please see the article below for more information.
10-10-2017 07:26 AM
Hi NMTCorp,
The best way would be to create a lookup via the Contact Activity Lookup. Please see the article below for more information.
10-10-2017 07:48 AM
I knew it had to be easy! Thank you!!