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  • Excel file to ACT template

    Can an Excel file be saved as an .adt template to be used in ACT? Is there a different format that should be used for Excel? Thanks!

    kmatthews15 pointsBadges:
  • CRM?

    Hi Guys I'm looking at CRM systems now. I don't want to have a bespoke one made. I want a out of the box which i can customize. I've looked in to Salesforce and by god that costs a lot. I've checked dynamics and that seems to be pretty affordable. What does everyone think, oh and i am not having...

    brownbread5 pointsBadges:
  • ACT By SAGE Client Notes

    I was wondering if anyone had a solution for me to export ACT's Client notes out to a CSV so I can load them into our new database. I have found the Notes Report but can only export to a txt file with no commas. When opening the txt as a CSV Excel gets everything completely messed up. The txt file...

    RamseyB2,115 pointsBadges:
  • Migrating from SalesLogix 7.0 to ACT! 2008

    My company has decided to reduce its overhead by rolling back from SalesLogix 7.0 to ACT! 2008. I can import all the users with no problem, but I am having a problem importing in the notes and history. Has anyone esle had this issue?

    Hughveal5 pointsBadges:
  • Web based contacts for small business

    We are a non-profit buying group with 3 persons in our office. We need a contact data base that can be shared including on the fly changes. We have a network, but no dedicated server. We currently are using Act 6.0, but that is getting old and problem riddled. Is there a web based contacts...

    Wick5 pointsBadges:
  • trying to migrate form ACT to Outlook.

    We have a 4 person office and therefore our IT people are not located on premise. They manage our Exchange servers. We are trying to migrate form ACT to Outlook. Now that we have set up a way to share our calendar, we are having enormous difficulty retrieving contacts. We have over 7000 contacts...

    ITKE342,450 pointsBadges:
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