01-24-2012 09:34 AM
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?
01-24-2012 09:37 AM
You should be able to do what you want with a report but it would be in contact order not date and time order.
01-24-2012 10:11 AM
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.
01-24-2012 12:33 PM - edited 01-24-2012 12:34 PM
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.
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...
Note- Both of these solutions will export the details/memo field from the activity.
Hope this helps
-- Jim Durkin
01-24-2012 01:09 PM
01-25-2012 08:01 PM
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.