Export ACT! Note and History Data

Revised:  09/24/2006

 

 

 

 

 

 

 

 

 

 

 

 

 

NoteHistory2TXT allows you to quickly and easily export data from ACT! group, contact and note/history records into a comma delimited file which can be used with other applications.

 

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Select the data you want to export. NoteHistory2TXT allows you to export only the data you select and in the order you specify.  This allows you to use applications such as Excel to create summary reports and tables which are not possible with ACT!'s standard report writer.

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Quick and easy-to-use. When you install NoteHistory2TXT an icon is placed on the ACT! tool bar.  With a single click of this icon, your data is exported.

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Create and save export maps. You can create and reuse export maps.  The maps are easy to build.  Simply select the fields you want and click a button to move them to the selected list.  You can also drag them into the proper order. 

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Filter the export.  You can use filters that ACT! uses -- Record Manager, Note/History Type and Date to  specify only the data that you want exported.

 

Things you can do with the exported data

 

You've probably got a lot of very valuable data in your ACT! database, but the ACT! reports won't let you use it.  You can use the data exported by NoteHistory2TXT with Excel or another report generator such as Crystal to view the information in your ACT! database and create reports etc. to help you better  analyze your sales activity.  Here are just a few things you might want to do:

 
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Create a report of notes entered sorted by record manager of the contact or person who entered the note --  ( Note-User - Contact-Record Manager )

Note: Exported data fields to use shown in gray.

 

 System Requirements

 

Windows 95 or higher

ACT! 4.0 ** to ACT! 6 

Database contact table or group table can not exceed 255 fields.

 

**Will not install toolbar icon automatically with ACT! 4.0

 

 

 
 

 

Click for Details

 

 
 Product Reviews

 

TurboLookup Review

 5/2001

 
Price

$124.95

 
     

 

 

 

 

 

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