06-26-2013 09:28 AM
I am runnning ACT 2013 Premium. I am trying to create a new database with many less records of existing. So, I have selected active records for the past five years. I go to export and must decide what kind of records I would like to export: company, contact, group, and/or opportunity. I want all of these for the selected lookup; however, whenever I check more than one, it defaults to all records - won't allow me to select current lookup. How do I bring over the rest? I must be missing some connection between the data.
06-26-2013 10:02 AM
06-26-2013 10:03 AM
Or just File - Save As a copy of the database with a new name ... faster and more reliable
Then delete what you don't want in the new copy
06-26-2013 10:20 AM
Okay, I'll give that a try. I've tried creating an empty database and importing all the records (we have a very customized database of over 22,7000 contacts). Something is corrupt and it won't bring them all over. I've spent hours and hours with Swiftpage Support trying to fix this to no avail. I'll trying doing a save as copy and see if that works. Thanks.
06-26-2013 10:22 AM
06-26-2013 11:06 AM - edited 06-26-2013 11:10 AM
By consultant I'm thinking you mean someone outside of Sage/Swiftpage, right? If so, no, I have a support contract with Sage and contacted them. Oh, and I backup every weekday night.
06-26-2013 11:19 AM
06-26-2013 11:39 AM
Well it made a copy rather quickly, bringing over all the records but it must have brought over the corruption as well. The only way we knew something was off was because SmartTasks won't run. And, out of 22,700+ records I noted that almost 19,000 of them said they were updated by another user all on 4/3/13. I was trying to create a new database with records that had been created or edit in past five years and all 22,700+ came over. That's when I discovered the 4/3/13 incorrect edits. In the copy I just made, Smart Tasks won't run so I'm back to the drawing board. Thanks for the suggestions. Oh, I run Sage ACT! Premium 2013 Version 188.8.131.52
06-26-2013 11:43 AM