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Converting to a later ACT! Version

ACT! 3,4,5 or 6

If you are looking to upgrade then the following is a key to not only a successful conversion but an enhancement to your CRM experience

 

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Release Date:

August 2011

Before your conversion

When you are ready to convert to a later version then it is important that your database is both well prepared and ready for the conversion. We have seen many times where the conversion was rushed and not executed correctly with the result being a new database with a number of issues:

  • Incomplete data and/or missing notes and or history
  • Corrupted data leading to further corruption upon conversion.
  • Missing attachments as they must be in the correct folder structure during the conversion process.
  • Incorrect user alignment to specific data.

How to avoid the conversion blues.

There are some guidelines to ensuring a successful conversion. If you follow these rules then our hundreds of conversions are testament to a methodology used for more than 6 years.

Our conversion process offers the following alternatives:

  • Successful conversion from version 3,4,5 or 6.
  • Alignment and conversion of all attached emails and documents.
  • Resolve issues regarding endless recurring activities.
  • Structure additional address fields so they convert successfully
  • Resolve issues with phone fields
  • Sort issues with illegal field name characters (for SQL database there are some non usable characters)
  • Resolve issues with renamed core fields
  • Sort out fields which may truncate upon conversion.
  • Any duplicate field names which will be a problem during conversion.
  • Review the following steps and if you need assistance then follow up with us directly.

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© Copyright 2012 4UCRM.com  All rights reserved. Last Updated Tuesday, July 17, 2012
TAGS: Crm made easy, making CRM successful, How to Benefit from CRM, Continuous Improvement, CRM Success Tips, CRM Strategy, CRM Database, Integrity, CRM Effectiveness, Marketing Strategy, Campaigns ACT Software - ACT! Software Support - Australian ACT Consultants - Australian ACT Support Australian ACT! Support

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