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exporting act task with detail notes

New Member
Posts: 3
Country: USA

exporting act task with detail notes

I've tried to come at this a couple different ways. Not having sucess.

 

Management has asked me to get tasks with detail notes out of Act! 6. There doesn't seem to be a way from that program. 

 

I'm even willing to upgrade to the latest act if I need to, but I can't even find information if it's even possible witht he latest act.

 

Anyone have any info on that?

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: exporting act task with detail notes

You should be able to do what you want with a report but it would be in contact order not date and time order.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: USA

Re: exporting act task with detail notes

A report wouldn't work for us. I need to if possible to get it in either csv, or excel format.

 

Needs to be pushed to SQL.

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: exporting act task with detail notes

That won't happen with out a special exporter because the information is in separate tables. The only one that I know of that might do what you want is this one.

 

http://www.jltechnical.com/exporter.htm

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Super Contributor
Posts: 1,231
Country: USA

Re: exporting act task with detail notes

[ Edited ]

We have two option you may want to look into:

1) We have Impact Report Designer for ACT! which allows you to export to Excel , CVS formats. You can create a report with multiple criteria such as date range, Scheduled For or any field in the Activity or Contact table.


 Learn more: http://durkincomputing.com/ACT-Addons-Report_Designer.aspx 

 

3) We also have a simple add-on named Impact Task List Plus. With TLP you can export you task list directly to Excel or CVS formats. Using the Task List interface inside ACT! create your conditions such as Today, This week, last month. Once the list is displaying the desired activities right-click and select EXPORT TO...

 
Learn more: http://durkincomputing.com/ACT-Addon-Impact_Suite.aspx

 

 

Note- Both of these solutions will export the details/memo field from the activity.

 

Hope this helps

-- Jim Durkin

DurkinComputing.com

 

New Member
Posts: 3
Country: USA

Re: exporting act task with detail notes

What versions of ACT does it work with?

Bronze Super Contributor
Posts: 1,231
Country: USA

Re: exporting act task with detail notes

Task List Plus version 4 and Impact Report Designer requires ACT! 2010 or better. Task List Plus version 3 can be used with the older ACT 2008/2009.

 

Hope this helps.

-- Jim Durkin

Silver Contributor
Posts: 1,813
Country: USA

Re: exporting act task with detail notes

You may consider an ACT Consultant. Many of us have tools and can grab your database and deliver the files back without the trouble of learning and purchasing a new piece of software which you will only use once.  Send me a message if you need a reference.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider