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Is it possible to export ACT v. 11.1 notes to a spreadsheet?

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Country: USA

Is it possible to export ACT v. 11.1 notes to a spreadsheet?

 
Bronze Contributor
Posts: 1,428
Country: USA

Re: Is it possible to export ACT v. 11.1 notes to a spreadsheet?

Hello Lisa.  It is not possible, to the best of my knowledge, to export notes.  Mainly because it is a relational database. 

 

Depending on what you really want to accomplish, here's a possible work around.  This would only be applicable for a single contact from which you want their notes, and if they have a lot of notes, it may be more trouble than it is worth.  I believe there are some add-in products that can do this, though.

  1. Print the Notes/History report and uncheck the history boxes. 
  2. Save it as a PDF
  3. Open the PDF and highlight the notes and select to save it in a spreadsheet

This would not be a solution for a lot of contacts nor a contact that has a lot of pages as you have to deal with page breaks.

John Purdy
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Lenovo X220, 16GB, & Office 365, 32bit, 256GB SSD
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