How to
Export to Excel
1. Once you have created your lookup, File |
Data Exchange | Export.
2.
This will open up the Export Wizard dialog box.
Select Text -
Delimited as File type.
Select a file name and location to save the txt
file. Make a note of this location so you can later open
in Excel. Click Next.
3.
Select the
Contact records only radio button.
Click the Options button. Make sure
Tab is selected, and check the box next to
Yes, export field names. Click OK,
and then click Next
4.
Select the Current lookup radio button.
Click Next.
5.
Remove any fields
you do not want as part of the export. If this is an export
you will do frequently, you can save the mapping of the fields
by clicking the Save Map button. If not, click
Finish and the export will proceed
6. Once it is
finished, open Excel, and then File | Open,
navigate to the directory where you saved the text file.
Change the files of type from All Microsoft Excel
files to Text Files, and you will see the file
you exported.
7.
When the Text Import
Wizard box appears, click the Finish
button, and it will open in Excel.
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.
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