ACT! Tip

    
Hello, here is June's ACT! Tip:
 
One-Click Export to Excel
 

A few months ago, we sent you a tip regarding exporting data to Excel from ACT!  It involved going through a lengthy Export Wizard.  In ACT! 2005, you no longer need to take this long route.  You can simply do a one-click on the Excel icon.  Let's say you want to export all contacts in a certain city (ie, New York).
 
 
  Exporting to Excel
 1. Right click on the City field and select Lookup City



2. This will bring up the Lookup City dialog box.  Type the name of the city you are looking for.  In my example, I will type New York and click OK.
3.  If you have more then one contact in the lookup, it will automatically take you to the Contact List.

4.  Click on the Excel icon on the top tool bar to export the lookup to Excel.

5.  This will open up Excel and create a spreadsheet of those contacts in the lookup with the fields you have shown in the Contact List.

 

As always, if you should have any questions regarding this Tip, or anything else involving ACT!, please call the ACT! Specialists of
CRM Coaching at 440-944-ACT1.