05-25-2010 08:48 AM
I am continuing to research replacing Goldmine with Act, and will probably try doing the migration myself with MergeAdmin2010. In reviewing the MergeAdmin2010 website , it definitely says that it does not support migrating the referral info . Does anyone here have experience with this situation? I do see that in GM, creating a referral also creates a history item. It's a Completed Activity, type Other, with reference info that points to the client who was referred. Will that info come across?
I still don't see a good way to duplicate GM's referral tab in Act2010, and would appreciate any further suggestions re that, as well.