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Export to Excel based on Notes Date

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New Member
Posts: 4
Country: USA
Accepted Solution

Export to Excel based on Notes Date

[ Edited ]

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


Accepted Solutions
Solution
Accepted by topic author NMTCorp
‎10-10-2017 07:48 AM
Moderator
Posts: 451
Country: United_Kingdom

Re: Export to Excel based on Notes Date

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

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All Replies
Solution
Accepted by topic author NMTCorp
‎10-10-2017 07:48 AM
Moderator
Posts: 451
Country: United_Kingdom

Re: Export to Excel based on Notes Date

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

New Member
Posts: 4
Country: USA

Re: Export to Excel based on Notes Date

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