02-15-2011 02:44 AM
I am trying to export my Sage ACT clients and all associated attachments that are stored in the Client 'Notes' tab and 'Documents' tab. Is there a way to export the Clients and the Attachment File Paths ?
02-15-2011 09:44 AM
Welcome to the ACT! Online Community!
There isn't a function specifically built to export your contacts and the attachments from the Notes and Document tabs.
When documents are attached to the Documents tab an entry is created in the History tab. As an option using the 'Contact Report', you can print Contacts and the contents of the History and Notes tabs. Directing the output to an RTF file may assist with editing it down to just desired content.
If you would like to submit this as a future enhancement, it can be done through the Share Your Ideas forum. Once submitted, other members can comment and vote (kudos) on it.
02-16-2011 06:19 AM