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Asked by garth9 in ACT, Microsoft Access Database
Weve got an Access 2003 database that keeps track of jobs that we perform for our clients and an ACT 10 database that holds our client contact info. The sales department would like a note added in ACT for a client/contact anytime a new job is added for that client in the Access database. So it will be a note generated by (or queried from) Access (with information about the new job) to be added to an already existing contact in ACT.
What are the options to do this? I see that ACT can import data directly from Access though it looks like it is only able to import parent records and not extended data records (notes, activities, etc.). Going through Excel looks to have the same limitations. 3rd party software might be an option, though in the current economy, no one here wants to spend a whole lot on little projects like this.
Any help or direction is GREATLY appreciated.
20091118-EE-VQP-93 - Hierarchy / EE_QW_3_20080625
