08-17-2012 06:24 AM
Does anyone know how to Export the Notes section alongside the contact information from ACT? I know you have to do a lookup and then Export to Excel but it there any way to include the notes section information?
I don't think Excel has the capability to do this so are there any other options (file formats) which can carry this information out off ACT?
The only limitation is it has to be a file format which Outlook will accept. So far I have only used .CSV but there seems to be lots of different option available.
08-17-2012 08:14 AM
08-17-2012 04:33 PM
Personally no I haven't used the exporter but it's considered the gold standard for exporting all the ACT! data.