02-01-2008 07:23 AM
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04-02-2008 08:02 PM
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04-09-2008 09:19 PM - edited 04-09-2008 09:21 PM
01-15-2009 12:28 PM
Ok, I'm one of those users who is migrating from Act 2000 to Act 2009, and really needs to merge my notes with my history. I don't need them to be combined going forward (it will be fine to continue using the history for new actions), but in our old version we recorded almost every action as a note when it really should have been recorded as a history. Since it was on one tab, it didn't matter. Now, we must be able to merge all those old notes into the history tab one time.
Essentially, I want to convert all my old notes into chronological histories (since that's really what they are--we just weren't using the old program correctly).
Any SPECIFIC instructions or direction on how to do so? All I seem to see on this forum is people saying it's possible, or someone else did it once, which really doesn't help me at all, now does it?
01-18-2009 04:51 PM
Depending on the amount of notes, this might be an acceptable work around on an individual basis. Not necessarily a good option if you have hundreds or thousands of contacts.
Run Notes Notes/History report on the individual contact
Click on "Notes" tab and select the period of time to run the report (All?)
Click on "History" tab and deselect "History", "E-Mail", and "Attachments".
Run and save the report in the desired format.
Open the saved file and copy the contents to the clipboard.
Create a new history entry and call it "Notes prior to January 18, 2009" and paste the contents to the details.
BTW, I do not know if an entry of this type has a limit of the amount of text that can be copied into it. I'm sure a more learned community member will alert us if there is a limit.
Also, don't forget that you can do a keyword search on Notes and Histories at the same time -- on a single contact, a group, a company, or a selected lookup.
Hope this helped, but I generally receive change when I offer my 2 cents worth.