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exporting a company and it's linked contacts and notes to a new database

New Member
Posts: 1
Country: USA

exporting a company and it's linked contacts and notes to a new database

I can't seem to be able to export a single company or lookup to another database. Act! only allows me to do a lookup for contacts. when I click on company it only allows all records. Am I missing something.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: exporting a company and it's linked contacts and notes to a new database

Hello Mark,

Welcome to the Act! Online Community!

 

To export the contacts associated with a Company:

- go to the Company screen

- right click on the Company name

- select 'Create Lookup' from the menu

- then, when exporting you can select the 'Current Lookup' option

Greg Martin
Sage