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Asked by Martin1952 in ACT, Windows Vista, CRM Software
No point in upgrading to Act 2007 as it's not compatable with Vista 64 and Sage say the next version available in Oct. 2007 will also not be compatable. I use very few of Act v6's features, just the standard contact details as well as Notes/History and Activities. As I have Outlook Business Contact Manager it would seem the sensible and cheapest solution is to use it, as it appears to have all the features I need. I have succeeded in exporting all the standard contact details from Act v6 to csv (via Tab Delimeted). I can live without transferring Activities but I really need Notes/History connnected to each contact. The Help in Outlook Business Contact Manager says business contacts can be imported as a csv file but even if there is a way of getting Notes/History included in a csv out of Act v6 I don't know if there is a way of getting Notes/History into the Comments section of each contact in Outloook Business Contact Manager including their Time Stamps. I'm open to any suggestions of an alternative CRM instead
20091111-EE-VQP-92 / EE_QW_2_20070628