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Exporting Contact Notes from ACT and then importing to Outlook

New Member
Posts: 4
Country: United_Kingdom

Exporting Contact Notes from ACT and then importing to Outlook

Hi,

 

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.

 

Thanks

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Exporting Contact Notes from ACT and then importing to Outlook

http://www.jltechnical.com/exporter.htm

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United_Kingdom

Re: Exporting Contact Notes from ACT and then importing to Outlook

Thanks Roy,

 

Have you used this software before? I see they do a free trial option which might be worth investigating. 

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Exporting Contact Notes from ACT and then importing to Outlook

Personally no I haven't used the exporter but it's considered the gold standard for exporting all the ACT! data.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United_Kingdom

Re: Exporting Contact Notes from ACT and then importing to Outlook

Thanks Roy!