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export Sage Clients and associated Attachments

New Member
Posts: 1
Country: Australia

export Sage Clients and associated Attachments

Hi,

 

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 ?

 

 

Regards,

adve.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: export Sage Clients and associated Attachments

Hello Darnold25,

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.

Greg Martin
Sage
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: export Sage Clients and associated Attachments

New Member
Posts: 1
Country: USA

Re: export Sage Clients and associated Attachments

You can get it from the sqlserver database linking these tables:

[TBL_CONTACT],
[TBL_ATTACHMENT],
[TBL_CONTACT_HISTORY]