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electricwind
USA
100 Posts |
 Posted - Oct 15 2015 : 17:36:19
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Is there anyway to get MLK to record the Outlook Notes field? I've got "Notes" set up as a custom field. I don't see what else to do to get MLK to look at the field, outside of converting the Outlook file to a CSV file and importing it (which I tried, and it didn't work). I was hoping there was a way to have MLK pick up the Notes field on sync. (I have MLK15 and Outlook2007)
Boyd Martin
Pure Energy Rx
San Diego, CA |
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xequte
7042 Posts |
Posted - Oct 16 2015 : 03:47:13
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Hi Boyd
I'm afraid that at this time MLK does not process the "Notes" field.
Nigel
Xequte Software
www.xequte.com
nigel@xequte.com
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electricwind
USA
100 Posts |
Posted - Oct 16 2015 : 17:35:31
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xequte
7042 Posts |
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electricwind
USA
100 Posts |
Posted - Oct 18 2015 : 17:35:48
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That'd be great. Then I could move all the archived notes (purchases and conversations) from Outlook to the MLK "notes" field, which would eliminate the need to run two db's side by side. I COULD manually transfer all the Outlook notes data to MLK, but with 5000 records, that's not feasible.
Boyd Martin
Subtle Energy Solutions
San Diego, CA |
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xequte
7042 Posts |
Posted - Oct 19 2015 : 17:58:15
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Hi Boyd
You should be able to export the data from Outlook. If you then import it into MLK (e.g. as a CSV with two columns Email and Notes) you could assign it to the Notes field.
Nigel
Xequte Software
www.xequte.com
nigel@xequte.com
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electricwind
USA
100 Posts |
Posted - Oct 19 2015 : 20:17:53
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Well, that's what got me going on this. The "notes" field in Outlook doesn't end up in the notes field of MLK when I do a CSV import--everything else updates, but no notes field. I actually don't know where it goes, but it's not going into the Notes field. I thought maybe it was a matter of setting up a custom field, but that's more for incoming forms, and it didn't work anyway.
Boyd Martin
Subtle Energy Solutions
San Diego, CA |
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xequte
7042 Posts |
Posted - Oct 21 2015 : 16:40:31
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Hi Boyd
Can you email me a small test file that contains contacts and notes. Also, let me know your settings when importing.
Nigel
Xequte Software
www.xequte.com
nigel@xequte.com
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xequte
7042 Posts |
Posted - Oct 27 2015 : 21:11:02
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Hi Boyd
This format of CSV is not supported. It should work if you resave it from Excel as an XLX or XLSX file.
Nigel
Xequte Software
www.xequte.com
nigel@xequte.com
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Outlook Notes field
