05-03-2012 03:24 PM
We upgraded last month from ACT 2006 to ACT Pro 2012. I used to be able to import a .txt file at the beginning of every month that would update YTD and LYTD sales numbers into user fields on the user field tab. The fields do not seem to be updating though and I have verified that the mapping is correct. What am I doing wrong?
05-03-2012 03:28 PM
05-03-2012 03:39 PM
Very strange. It worked flawlessly in ACT 2006. The .txt import would also update a change in contact name or the name of a sales rep if a territory changed...basically anything that had a change on the .txt file. The sales info fields were also used on custom reports. Seems like a huge step backwards.
05-04-2012 10:20 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
05-04-2012 10:45 AM