03-06-2013 01:54 PM
We have several years of Notes accummlated in our Sales Logix. How can I export them with the corresponding account?
03-06-2013 05:24 PM
03-06-2013 05:51 PM
Thank you for the reply.
I need to export the notes to a csv, excel dbase or similar. Where can I go to read the exporting process?
03-07-2013 12:59 AM
03-07-2013 08:34 AM
I do not see Notes in the list of possible Groups. I imagine the Notes are somehow related to the Account.
03-07-2013 08:48 AM
03-07-2013 09:10 AM
Okay, I am in creating a Group. It will not let me drag Notes to the layout. I can drag other fields. I notice most fields have 123 or abc beside them where Notes has 10001/1010.
thanks
03-07-2013 09:21 AM
03-07-2013 09:37 AM
We need the notes with the respective Account to be able to import into a new Filemaker db.
03-07-2013 12:38 PM
As mike pointed out.. The actual "LongNotes" are too long to export normally. It will require "SQL Tools" or have your SalesLogix BP create an export "program" for you.... Or just give a shout and I'd be glad to do it.. (for a little $$$ of course ;-)