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Exporting Data

New Member
Posts: 6
Country: Canada

Exporting Data

I would like to know how to export all my data from ACT ( contacts & notes, plus doc's if possible.   I wish to forward my data in a format that a colleague can take the data an import it into another CRM software program.  I followed the export function on ACT but this was something my colleague could not work with. 

 

All suggestions are welcome, Brgds Dean

Copper Contributor
Posts: 14
Country: United Kingdom

Re: Exporting Data

I had been asked by one of my clients whether this was possible but unfortunately it isn't.  The only option is to export all the contacts via a text delimited file, although the other option would be to send all the contacts to Outlook and export them from that program. 

 

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Exporting Data