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Exporting Notes

New Member
Posts: 3
Country: USA

Exporting Notes

I ma trying to export the customer Notes from ACT!  into Excel.  Can that be done?

 

richard

 

Nickel Elite Contributor
Posts: 595
Country: USA

Re: Exporting Notes

Not without an addon utility.
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
New Member
Posts: 3
Country: USA

Re: Exporting Notes

THANKS!
New Member
Posts: 3
Country: USA

Re: Exporting Notes

Thanks for your help! 

What is the add-on?   

Where can I get it?  How much does it cost

 

I need to export two things: 
Information from the Notes Tab

AND
Information from the History Tab

 

Appreciate quick answer!

Thanks!

Richard

 

 

Nickel Elite Contributor
Posts: 595
Country: USA

Re: Exporting Notes

This is the only thing I know of.

http://www.jltechnical.com/ACTExport7_9.htm

 

Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com