In a matter of moments Excel will spring to life with a new spreadsheet chock full of your Act! data. Once your lookup is established and your columns just the way you want them the only thing left is to click the Export Current List to Excel icon. When sorting the Contact List view you can also click the Edit menu and chose Sort to sort by up to three columns.
The fields in the right side of the window repre sent all the fields you are currently seeing in the List View the fields on the left side represent all the fields that are available for inclusion on the List View including any customized fields you may have created. A dialog window similar to the one you see below will open. Ad d a column: Simply right-click smack dab in the middle of the List View and chose Customize Columns.Reorder the columns in a list view: Hold down your mouse cursor on a column header and drag it to a new location.There are some easy ways to organize your data prior to the Excel export. The data displayed on the Act! list view will be exported to Excel in the same exact order. The Contact List view appears with the Group or Company members displayed Customize the List Viewīefore you export to Excel, you’ll want to customize the columns on the List View.
You probably already know how to create a Lookup in Act! to find contact records, but you might not know that you can create a Lookup to find the members of a Group or Company by simply right-clicking the Group or Company name in the list view and choosing Create Lookup. Click the Export Current List to Excel icon.With Act!, exporting Your Act! Data to Excel is as Easy as 1,2,3: For example, you may be using Act! 2009 but your Office version is 2010 or 2013. You don’t have Excel installed on your machine or your version of Excel is not compatible with your version of Act!.You are not a Manager or Administrator of the Act! database, or you are a Standard user but do not have the permission to export to Excel.If the button is “greyed out” it means one of two things: You’ll find the Export Current List to Excel icon at the top of the Contact, Group, Company, Opportunity, History and Task List views. And if you work on a team that needs to stay in sync, consider the additional benefits of using Sage ACT! Premium.Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much easier method for exporting Act! data.
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