Ethan
Is it possible to export client info from IDA? Have you ever done it? I
can't do anything with mine. My email does not work - they have totally
messed up my whole system. I have not been able to email any of my
clients for at least 8 months and no emails are coming in from leads.
They
have totally messed me up. They will transfer everything to their new
system, but they want to charge $29.99 a month plus $29.99 per plug in and
recharge on the plugins every year. I don't want to get involed with
them. They charge too much! I just want to export my info, but I can't
figure out how without their help. Do you know a quick and easy way to do
it?
I appreciate the help!
April
Dear April,
Rule #1. When dealing with CRM's, make sure that there is a function that will allow you to export all of the information the way you want before purchasing it. Rule #2 is when I tell you to ditch a program several times, do it quickly instead of waiting YEARS. This will prevent lots of disappointment and loss of income.
Now the only way that I've been able to figure it out was to right click and drag a specific folder and click copy. Then go to a regular excel spreadsheet and right click paste on your mouse. Then you'll save it to a csv file to import it into your next system.
IDA is pretty ruthless on their exporting policy that's why I terminated after 1 year. Good product but I saw pretty fast that I was painting myself into a corner that I couldn't get out of with my contacts. Be glad that you only have that problem because I've heard of them stealing contacts although I haven't verified that. My source is pretty reliable though. Get out now while it's easier or you can stay in longer and have more contacts later to export. I've used clarifynow.com which has worked great in the past and right now I'm using MOJO.
Ethan
Is it possible to export client info from IDA? Have you ever done it? I
can't do anything with mine. My email does not work - they have totally
messed up my whole system. I have not been able to email any of my
clients for at least 8 months and no emails are coming in from leads.
They
have totally messed me up. They will transfer everything to their new
system, but they want to charge $29.99 a month plus $29.99 per plug in and
recharge on the plugins every year. I don't want to get involed with
them. They charge too much! I just want to export my info, but I can't
figure out how without their help. Do you know a quick and easy way to do
it?
I appreciate the help!
April
Dear April,
Rule #1. When dealing with CRM's, make sure that there is a function that will allow you to export all of the information the way you want before purchasing it. Rule #2 is when I tell you to ditch a program several times, do it quickly instead of waiting YEARS. This will prevent lots of disappointment and loss of income.
Now the only way that I've been able to figure it out was to right click and drag a specific folder and click copy. Then go to a regular excel spreadsheet and right click paste on your mouse. Then you'll save it to a csv file to import it into your next system.
IDA is pretty ruthless on their exporting policy that's why I terminated after 1 year. Good product but I saw pretty fast that I was painting myself into a corner that I couldn't get out of with my contacts. Be glad that you only have that problem because I've heard of them stealing contacts although I haven't verified that. My source is pretty reliable though. Get out now while it's easier or you can stay in longer and have more contacts later to export. I've used clarifynow.com which has worked great in the past and right now I'm using MOJO.
Ethan