Kinook Software Forum

Go Back   Kinook Software Forum > Ultra Recall > [UR] General Discussion
FAQ Community Calendar Today's Posts Search

Reply
 
Thread Tools Rate Thread Display Modes
  #1  
Old 03-11-2008, 03:58 PM
sutty sutty is online now
Registered User
 
Join Date: 02-17-2008
Location: Jacksonville, IL
Posts: 6
Question Converting a Note Item into a Task?

I have just imported thousands of items from my previous PIM into UR. They imported as Note-type text items.

Is there an efficient way to make a Task item from a Note item? In other words, is there any way, besides cutting and pasting all the text from each Item Detail field into a New Task, to assign a Due Date, Priority, and/or Flag to the Info Item?

It seems this should be possible, since both Templates are based on Text Items.

Also, is it possible to turn a Note item into a Contact item?

Thanks.
Reply With Quote
  #2  
Old 03-11-2008, 04:25 PM
quant's Avatar
quant quant is online now
Registered User
 
Join Date: 11-30-2006
Posts: 967
Select the items that you want to change to Task, go to Item attributes pane, and change Template Item to Task ...

I think it won't be possible with Contacts, because they are not based on "Rich Edit", but many users of UR create their own Contact templates (with the attributes they prefer), and then you'd be able to do that (the price you pay for that are the send/go buttons on the Contact form) ...

Last edited by quant; 03-11-2008 at 04:31 PM.
Reply With Quote
  #3  
Old 03-11-2008, 06:26 PM
kinook kinook is online now
Administrator
 
Join Date: 03-06-2001
Location: Colorado
Posts: 6,034
If you use CSV or XML import, you can choose which template to use (Contact, Task, etc.).
Reply With Quote
  #4  
Old 03-11-2008, 07:50 PM
sutty sutty is online now
Registered User
 
Join Date: 02-17-2008
Location: Jacksonville, IL
Posts: 6
Thumbs up

It worked!

Thanks for your prompt reply.
Reply With Quote
Reply


Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is Off
HTML code is Off



All times are GMT -5. The time now is 07:39 PM.


Copyright © 1999-2023 Kinook Software, Inc.