Export to Excel based on Notes Date [ Edited ]

[NMTCorp]

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

[Dan Horn · Accepted solution]

Hi NMTCorp,

The best way would be to create a lookup via the Contact Activity Lookup. Please see the article below for more information.

KB 14312 - How to Use the Contact Activity Lookup

[Dan Horn · Accepted solution]

Hi NMTCorp,

The best way would be to create a lookup via the Contact Activity Lookup. Please see the article below for more information.

KB 14312 - How to Use the Contact Activity Lookup

[NMTCorp]

I knew it had to be easy! Thank you!!