06-25-2015 01:05 PM
I am making a new database, local/private only. I have made a number of notes in my Excel spreadsheet that I have combined all into one cell per contact.I need to import those notes into the "Notes" section/tab of Act! along with and into each new contact. I have no idea how to do that.
I am using ACT version 18.104.22.168
OS is Windows 7
Thanks for any and all help!
06-25-2015 05:20 PM
If you do an Excel import and tell it you want to do a custom import you can map your Note field to the Add to Act! Note field and it will create a Note with the contents of the field. It doesn't allow you any control over the date created, etc. but it will get your Excel notes into the Act! database.
06-25-2015 06:40 PM
Just select custom on the next screen.