Upgrading from ACT 2011

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Dana Law

• June 22, 2015 23:13

I use the above software on my computer. Can I import all my contacts, activities, templates, labels, etc accurately and completely to ACT! Cloud and have mobile access to my data?
Magically,
Dana Law
Amazing Dana the Magician
San Diego

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• Official comment

  

  Act! Team

  • June 24, 2015 15:33

  HI Dana,

  When Importing into Act! Cloud only the contact information is transferred (name, phone #, email address, address...). You can customize 5 fields to match fields in your Act! CRM. Notes, history, activities, and templates will not transfer into Act! Cloud.

  With Act! Cloud you can access your account wherever you have internet service.

  Kind Regards,
  Brittany Roberts

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• 

  Dave Worral

  • June 24, 2015 15:02

  Dana,

  Just contacts with act!cloud*. You can upload and convert your 2011 database and do all that with Act! Premium Cloud for $35/m.

  • How do I import my contacts into a group? "...Our import process does not currently include the option to import notes or history." Allen Duet - May 06, 2015 12:38 https://actcloud1.zendesk.com/hc/en-us/articles/201455269-How-do-I-import-my-contacts-into-a-group-

  Dave Woral, ACC, APT
  (716) 514-3754

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