Hi, I can create an automated process to extract contact details and NOTES from the platform, please confirm if the platform used is Act! Premium(On-Premises)OR Act!CRM-Essentials,Standard,and Expert
The final data provided will be two CSV files, one CSV file containing customer details and the other CSV file containing NOTES with Contact information (NOTES information may have multiple lines, so keep it in a separate file)
Access rights are required!
Looking forward to working with you, thanks.