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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
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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? -- Christopher
"Christopher" wrote:
[Quoted Text] > 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
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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 Lon[ at ]pinpointtools.com 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" <Christopher[ at ]discussions.microsoft.com> wrote in message news:A09322FB-F0F8-448B-80AA-E1016FE231CB[ at ]microsoft.com...
[Quoted Text] > 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? > -- > Christopher > > > "Christopher" wrote: > >> 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
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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. -- Christopher
"Lon Orenstein" wrote:
[Quoted Text] > 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 > Lon[ at ]pinpointtools.com > 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" <Christopher[ at ]discussions.microsoft.com> wrote in message > news:A09322FB-F0F8-448B-80AA-E1016FE231CB[ at ]microsoft.com... > > 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? > > -- > > Christopher > > > > > > "Christopher" wrote: > > > >> 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 > >
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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. -- David
"Christopher" wrote:
[Quoted Text] > 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. > -- > Christopher > > > "Lon Orenstein" wrote: > > > 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 > > Lon[ at ]pinpointtools.com > > 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" <Christopher[ at ]discussions.microsoft.com> wrote in message > > news:A09322FB-F0F8-448B-80AA-E1016FE231CB[ at ]microsoft.com... > > > 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? > > > -- > > > Christopher > > > > > > > > > "Christopher" wrote: > > > > > >> 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 > > > >
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Unfortunately, all my imported history have the date of import. -- Christopher
"DavidR" wrote:
[Quoted Text] > 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. > -- > David > > > "Christopher" wrote: > > > 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. > > -- > > Christopher > > > > > > "Lon Orenstein" wrote: > > > > > 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 > > > Lon[ at ]pinpointtools.com > > > 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" <Christopher[ at ]discussions.microsoft.com> wrote in message > > > news:A09322FB-F0F8-448B-80AA-E1016FE231CB[ at ]microsoft.com... > > > > 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? > > > > -- > > > > Christopher > > > > > > > > > > > > "Christopher" wrote: > > > > > > > >> 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 > > > > > >
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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. -- David
"DavidR" wrote:
[Quoted Text] > 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. > -- > David > > > "Christopher" wrote: > > > 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. > > -- > > Christopher > > > > > > "Lon Orenstein" wrote: > > > > > 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 > > > Lon[ at ]pinpointtools.com > > > 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" <Christopher[ at ]discussions.microsoft.com> wrote in message > > > news:A09322FB-F0F8-448B-80AA-E1016FE231CB[ at ]microsoft.com... > > > > 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? > > > > -- > > > > Christopher > > > > > > > > > > > > "Christopher" wrote: > > > > > > > >> 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 > > > > > >
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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 Lon[ at ]pinpointtools.com 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
"DavidR" <DavidR[ at ]discussions.microsoft.com> wrote in message news:985E0561-527B-4F5C-BFB4-12A9791E232B[ at ]microsoft.com...
[Quoted Text] > 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. > -- > David > > > "DavidR" wrote: > >> 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. >> -- >> David >> >> >> "Christopher" wrote: >> >> > 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. >> > -- >> > Christopher >> > >> > >> > "Lon Orenstein" wrote: >> > >> > > 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 >> > > Lon[ at ]pinpointtools.com >> > > 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" <Christopher[ at ]discussions.microsoft.com> wrote in >> > > message >> > > news:A09322FB-F0F8-448B-80AA-E1016FE231CB[ at ]microsoft.com... >> > > > 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? >> > > > -- >> > > > Christopher >> > > > >> > > > >> > > > "Christopher" wrote: >> > > > >> > > >> 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 >> > > >> > >
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On Mar 13, 3:07 pm, "Lon Orenstein" <L...[ at ]pinpointtools.com> wrote:
[Quoted Text] > 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 > L...[ at ]pinpointtools.com > 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 > > "DavidR" <Dav...[ at ]discussions.microsoft.com> wrote in message > > news:985E0561-527B-4F5C-BFB4-12A9791E232B[ at ]microsoft.com... > > > > > 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. > > -- > > David > > > "DavidR" wrote: > > >> 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. > >> -- > >> David > > >> "Christopher" wrote: > > >> > 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. > >> > -- > >> > Christopher > > >> > "Lon Orenstein" wrote: > > >> > > 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 > >> > > L...[ at ]pinpointtools.com > >> > > 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" <Christop...[ at ]discussions.microsoft.com> wrote in > >> > > message > >> > >news:A09322FB-F0F8-448B-80AA-E1016FE231CB[ at ]microsoft.com... > >> > > > 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? > >> > > > -- > >> > > > Christopher > > >> > > > "Christopher" wrote: > > >> > > >> 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- Hide quoted text - > > - 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.
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