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Transfer contact with notes from Act to Act

AdriMalSales
New Member
AdriMalSales
Posts: 18
Country: USA

Transfer contact with notes from Act to Act

‎04-15-2014 08:20 AM

Hello,

How do you send contacts by email with the notes to be downloaded or open directly into Act?

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Nickel Elite Contributor
FILLSTAFF
Posts: 958
Country: USA

Re: Transfer contact with notes from Act to Act

[ Edited ]

‎04-15-2014 09:12 AM - edited ‎04-15-2014 09:15 AM

Not sure of your details, but if smaller number of records, you could export selected/lookup contacts to txt tab delimited. Then perhaps zip it and send it via email. that is one way. If you use csv option, you may or may not get all of the notes/histories due to cell size limit stuff. Inspect your data, notes, histories for accuracy when complete. 

Refer kb article http://kb.swiftpage.com/app/answers/detail/a_id/17539/kw/exporting%20database%20practices 

cheers - FSB

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