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I believe that this should be easy to do without any add-ons. Assumption: You have an excel spreadsheet with a header row and a bunch of contacts underneath, some with company, some without. The first thing you must do is save the excel sheet as a .csv. Then use the File>import function of...

Sorry, I think you have misunderstood me. When I create history - I'm fine to use the standard call/meeting etc.. (even though I would like to tweak them I understand that I can't). Its the "Regards" section that I would like to modify. When slecting a history type "call", options include...

Any, but predominently Type: Call and Other (for email logging)

I have found that this is possible when importing a contact. But not directly to an existing contact/company. The bits below are from the file I saved for my contact import template and might help someone a bit more tecchy than I. <Association> <Field Name="For ACT Import" />...

Hi, I have the base version of ACT! 2007 which allows access to its tables using OLE DB in MS Excel. I can link this up to MS Access to give me pretty decent reporting options as the built in reporting is too weildy for what I want. I have one big question - I can extract the contact/customer...

Hi, Is there any way to edit the list of items in the "regarding" field when creating history. I have looked in Tools>Define Fields but couldn't find it in there. Thanks.