import history dates from ACT 6??

[Christopher]

When importing from ACT 6 to BCM 2007 my history was converted but the date
on each history note has the date of conversion and it doesn't seem to be in
any particular order. I have been using ACT for over 5 yrs and I need to be
able to look at the previous history in chronological order. I would like to
move away from ACt BIT this may be a deal breaker, any suggestions?

 

[Christopher]

After closer scrutiny, it appears that they all are listed with the
conversion date but are listed in reverse order. I would need to reverse
sort them to see the last note on top but once i start to add new notes they
would be at the bottom. I hope that makes sense. Any ideas?

 

[Lon Orenstein]

Christopher:

Can you not sort the column so the latest date appears at the top? Clicking
on the column heading should do that. That way, when you add a new Note or
Task, it shows at the top of History. Are you looking at Communication
History for each contact?

Thanks,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com

 

[Christopher]

Yes the communication history. The imported notes all have the imported date
and appear in reverse order so if i have the new notes on top the the oldest
imported note is also at the top of the imported date.

 

[DavidR]

Christopher and Lon:

So that the Microsoft team can become aware that your reported results after
importing ACT! 6 data isn't isolated, I've had exactly the same experience,
with the following twist. All of my ACT! history is listed in BCM 3 as having
occurred on the date/time the import was done, but I also see what I think
are duplicates of the "same date as conversion" items that have retained what
appears to be their correct dates/times. In other words, I think the
conversion program may be duplicating all of the ACT! history, with one
"correct" version, and one with the bogus time/date.

If you have lot's of history items (as I have -- about 9 years' worth), it
may be very time consuming to determine if what I suspect is true (this is
why I only "suspect" at this point). If it IS true, however, you may be able
to simply delete the duplicates with the wrong date/time, and have an
accurate conversion. Unless I'm mistaken, though, you'd need to do this for
each contact INDIVIDUALLY -- nasty if you have hundreds of contacts!

Please repost on this issue if you can confirm any of my suspicions (I'll do
the same if I can find the time to do the tedious cross checking...). One
concern would be that by deleting the "bad" duplicate, the "good" one isn't
affected. and that your former activities, calls, todos, etc., ALL respond to
the delete process similarly, i.e., by NOT affecting the "good" copy.

Hope this helps. Thanks.

 

[Christopher]

Unfortunately, all my imported history have the date of import.

 

[DavidR]

Quick update -- I just sorted the "Subject" column of one contact's
Communication History window and see "bad" date/time duplicates for nearly
every history that I converted from ACT!6. There seems to be a few rare
Business Notes and Tasks that don't have duplicates when sorting in this
fashion, but at quick glance, all of the Meetings seem to have bad twins.

Perhaps you'll find the same in your data.

 

[Lon Orenstein]

Gentlemen:

I imported my ACT! database so long ago that I can't remember all the
details, and I've been through so many beta versions of BCM2007 that I can't
be sure which is which...

However, the Created Date does show the date of import but the DUE DATE is
the date of the original meeting or Note. If it was a Phone Log, the Start
Date is the original date. I was able to get a little better display of the
date by selecting Received from All Post Fields.

Bottom line: all ACT! users would be thrilled if the Created Date was set
to the original entry date from ACT. One note: the date that displays in
the Note/History view is called the History Date. There is also a Created
Date for the note that never gets displayed. We did a report a long time
ago that would compare the Created Date with the History Date (which the
user can change to show they were updating data more frequently than they
really were) to show which people were lying.

Hope that helps,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com

 

[Luther]

Gentlemen:

I imported my ACT! database so long ago that I can't remember all the
details, and I've been through so many beta versions of BCM2007 that I can't
be sure which is which...

However, the Created Date does show the date of import but the DUE DATE is
the date of the original meeting or Note. If it was a Phone Log, the Start
Date is the original date. I was able to get a little better display of the
date by selecting Received from All Post Fields.

Bottom line: all ACT! users would be thrilled if the Created Date was set
to the original entry date from ACT. One note: the date that displays in
the Note/History view is called the History Date. There is also a Created
Date for the note that never gets displayed. We did a report a long time
ago that would compare the Created Date with the History Date (which the
user can change to show they were updating data more frequently than they
really were) to show which people were lying.

Hope that helps,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104www.pinpointtools.com








- Show quoted text -

The creation date issue has always been an issue when importing data
into Outlook. Outlook controls that, and an item's modified date,
quite closely and does not allow others to change it.

 

[Nikki Henck]

I believe that I have converted the company's ACT 6.0 to Outlook. However, I am unable to find the histories and attachments linked to the file.

Does anyone know what I am doing wrong? Suggestions?

Thanks,
Nikki

EggHeadCafe - .NET Developer Portal of Choice
http://www.eggheadcafe.com

 

[PC]

Under the "show" section in the contact record look for the button labelled
"History" .. In there you will see your notes, histories and activities
imported over from ACT.