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  1. lani0310

    Small Troubleshoot with Activity Types

    I am trying to edit activity types and keep encountering an error message. I have tried doing this from the main database on our server and still had the same problem. 'An error was encountered while trying to update the custom activity type: Index was out of range. Must be non-negative and...
  2. lani0310

    Exporting a group with all members and full details

    A CSV file would be ideal but anything really. I just need someone else to be able to view all of the group members with full details, who does not have access to the database in the office.
  3. lani0310

    Exporting a group with all members and full details

    I am attempting to export a group of contacts in some way. Throughout my attempts I have been unsuccessful in managing to export the group members with full contact details (name, address, number etc) I have tried exporting and using reports. Any ideas?
  4. lani0310

    Transfer of SageLine50 Customers into ACT9

    Thank you. Although I had added the same field names they did not show up on first try. Got it working now. Thanks again.
  5. lani0310

    Importing from Excel

    I have just imported companies followed by customers but now have around 800 to link together!
  6. lani0310

    Transfer of SageLine50 Customers into ACT9

    There is no 'company' option when mapping. 'Company description' was the closest choice available.
  7. lani0310

    Transfer of SageLine50 Customers into ACT9

    Ok I've actually managed to import all details now by exporting through sage first. The only error I am getting is for all records the company name shows as something similar to this: Imported Company 07b2ecf8-5414-435f-bd61-d52ece5f6038 I have mapped the 'company name' from the csv file to...
  8. lani0310

    Transfer of SageLine50 Customers into ACT9

    I am trying to transfer customers from Sage into ACT. We do not have the ACT Sage Link to do this easily as want to try it out before paying for that. I have managed to save customers into excel and from there import into ACT. However, this only allows for A/C, Company Name, Contact, Balance...

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