Current status and near term future plans for importing/exporting contacts and notes/history

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Jonathan Handler

• December 29, 2014 23:29

It seems to be currently possible to use .csv format to import contact information and export it from both Act! Desktop and Act! Cloud. Is that correct?

Are there plans to enable import of notes/history information into Act! Cloud or to enable export of notes/history information out of Act! Cloud?

If there are plans, which would be available first according to the current product development roadmap, importing into Act! Cloud or exporting out of Act! Cloud?

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• Official comment

  

  Act! Team

  • December 30, 2014 15:35

  Hello Jonathan,

  Thank you for contacting Act! Cloud.

  You are correct in regards to importing and exporting contact information as a .csv from both Act! Cloud and Act! Desktop.

  In regards to importing of notes and history the request has been submitted as a feature request. Once the request is submitted the development team will add it to their future plans. Depending on what the current feature plans are the request may be pushed out.
  For updates on what the development team has added and is currently working on please visit the Product Announcement section of the Community.

  Kind Regards,
  Act! Cloud Team

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  Richard A. Sun, CFA

  • January 06, 2015 10:37

  I wasted a few minutes determining there is nothing useful or helpful at Product Announcements about your development plans for this product.

  I am a 20 year user of ACT and an independent professional. If you want us to take this product seriously you need to be more candid and detailed about whether you will soon be the ability to import all the features from ACT desktop and providing for synch capabilities.

  Without the ability to import our entire ACT legacy, we might as well start with a new contact manager system, one not burdened with ACT history.

  Rich Sun

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  Act! Team

  • January 08, 2015 18:18

  Hello Rich,

  I apologize for the confusion, but Act! Cloud is not intended to provide all of the same features as Act!. I think you will be more satisfied with Act! Hosted http://www.act.com/products/act-premium-hosted/, or if you wish to keep your current Act! database, but access it on mobile, Act! Premium Mobile might be for you http://www.act.com/products/mobility/act-premium-mobile/

  Act! Cloud provides the core features of Act!, while Act! Hosted provides the full Act! feature set in a web environment, and Act! Premium Mobile connects your Act! Premium database to your mobile devices.

  Again, I apologize for the confusion, but we do appreciate your commitment to Act!. Let me know if you’d like me to have a sales person reach out to you with more information.

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