Export Notes from Act!
How to Export Notes from Act!
(Hint: You cannot do this within the native program)
In case you are looking go at it alone or with your I.T. contractor, you can export some of the data, but not all the data out of Act!. For instance, the contact list view doesn’t export the unique IDs so notes, history, opportunities or the calendar won’t connect back to the correct contacts when you import them into another CRM or an ERP. For instance, if you employ a native tool such as the ACTREADER, SQL Studio or ODBC connection, these programs cannot strip out the RTF/HTML code formats as shown here. Our service can export the notes from Act! into a CSV format along with the unique IDs.
- Act! knowledgebase answer: "Can I export Act! notes to Excel?"
- Act! knowledgebase answer: "What can I export from Act! ?"
For current Act! users, here are a couple ideas.
If you are trying to get more than what the standard reports provide while you want to remain in Act!, we recommend and implement Keystroke Dash . Then, you can export on the notes, history or opportunity tables and add additional fields to the reports standard Act! doesn’t provide.
Moreover, you can create dashboards, charts or lists with Keystroke Dash. Overall, we find it very easy to train people on this program and it offers extensive customization.
We also support Microsoft Power BI, where you can combine Act! with other data sources to gain additional insight into the business. As an illustration, check out our case study.
- Keystroke Dash is $150/PC.
- Power BI with Act! (Fees vary by project).
We offer alternatives to Act!, and we convert the data.
MondoCRM is platform agnostic, which means we aren’t tied to one CRM’s limits, and we can weigh a couple options.
- WiredContact (Easiest to convert from Act!).
- Zoho CRM
- Zoho Bigin
- Benchmark One
If your CRM or ERP isn't listed here, we can still help.
We offer the Act! database export service, so you can take the spreadsheets to your consultant so they can do the import. We have done this for companies in the US, UK and Israel moving to Salesforce, Hubspot, or other industry specific ERP or CRM system.
- Contact us to review your current situation and timeline.
- Give us a backup of your Act! database.
- We'll send you a sample set of 100 records from your database.
- If you like it, we'll finish the export.
- We'll email you a link to download the ZIP file for the rest of the data after the invoice is paid.
- Budget $700.00 (£565.00 + VAT) per database.
What's New in WiredContact
WiredContact redefines CRM flexibility, thanks to its awesome customization options. Our tight-knit connection with the WiredContact crew since 2003 lets us quickly roll out the cool new features our clients ask for. This is all about WiredContact listening to what businesses need and acting on it. The new stuff coming your way? Totally driven by what you told us you wanted, proving we’re all in this together to make your business life easier.
List Lookup
Lookup Lists in a Flash
Whether you're dealing with a collection of email addresses from a recent campaign or looking a list of work order numbers without a common thread, this feature allows you to effortlessly create a lookup in one step.
Quick Lookup
Expedite Lookups
We'll create a custom list of the most frequently used fields for your lookups. Instead of building the same queries over-and-over again, use this screen instead.
Build Lookup from Groups
Multi-group Lookup
This feature was driven by a client who had dozens of groups and subgroups in Act!, but needed a way to create a lookup of all those contacts in disparate groups once he was in WiredContact.
Two Factor Authentication
Additional Security
Our corporate and government clients needed updated security options.
Signature Capture
Capture Digital Signatures
Without resorting to third party applications like Docusign, WiredContact can capture a signature.
Hidden gems of WiredContact.
Campaign Manager
Campaign Manager allows you to create broadcast e-mail campaigns, analyze opens and clicks and without paying additional monthly fees for an e-mail service provider.