If you have been using Act! CRM for years, your database probably contains far more than names, phone numbers, and email addresses. It may contain years—or even decades—of notes, histories, activities, opportunities, groups, custom fields, secondary contacts, relationships, attachments, and other valuable customer information. That is why moving from Act! to another CRM is not…
Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much easier method for exporting Act! data. You’ll find the Export Current List to Excel icon at the top of the Contact, Group, Company, Opportunity, History and Task List views. If the button is “greyed out”…
Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much easier method for exporting Act! data. You’ll find the Export Current List to Excel icon at the top of the Contact, Group, Company, Opportunity, History and Task List views. If the button is “greyed out”…