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Copper Contributor
larrygee
Posts: 18
Country: USA
Message 1 of 8 (89 Views)

Is it possible to link an xcel file to Tab content?

Running ACT! by Sage for Financial Professionals Version 12.1.0.181x30,  Which I think is actually Version 10.

 

If you know how to do this, could you point me in the right direction?  Thanks,

 

Larry

Running ACT v10 with Financial Professionals Overlay V12
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Platinum Elite Contributor
GLComputing
Posts: 13,856
Country: Australia
Message 2 of 8 (84 Views)
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Copper Contributor
larrygee
Posts: 18
Country: USA
Message 3 of 8 (75 Views)

Re: Is it possible to link an xcel file to Tab content?

How do you want it linked? Regards, Mike Lazarus Well, Lets say I have an excel sheet containing a list of which clients own widgets, and more specifically, which widget brand and type they own. In ACT, I have a tab called "Products". I would like to add a link (or a file attachment of) to that spreadsheet, in that products tab. Can that be done?
Running ACT v10 with Financial Professionals Overlay V12
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GLComputing
Posts: 13,856
Country: Australia
Message 4 of 8 (66 Views)

Re: Is it possible to link an xcel file to Tab content?

You could use the Documents Tab
You could create a Group, link the Excel file there and link the Contacts
You could create a field on a tab as a URL and enter something like one of these:
file://C:\folderpath\sheetname.xls
file://machinename\pathc\file.xls
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Copper Contributor
larrygee
Posts: 18
Country: USA
Message 5 of 8 (61 Views)

Re: Is it possible to link an xcel file to Tab content?


GLComputing wrote:
You could use the Documents Tab
You could create a Group, link the Excel file there and link the Contacts
You could create a field on a tab as a URL and enter something like one of these:
file://C:\folderpath\sheetname.xls
file://machinename\pathc\file.xls
That would be great. What kind of filed would I use? If it's a URL, wouldn't it need to be in HTM? I'm not that literate in creating these types of things... Is there a "how to" on this subject?
Running ACT v10 with Financial Professionals Overlay V12
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GLComputing
Posts: 13,856
Country: Australia
Message 6 of 8 (59 Views)

Re: Is it possible to link an xcel file to Tab content?

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Copper Contributor
larrygee
Posts: 18
Country: USA
Message 7 of 8 (50 Views)

Re: Is it possible to link an xcel file to Tab content?


GLComputing wrote:
A URL field starting with file: will find any local file and open it with whatever the file extension is associated with

Yep. I guess I just dont get it. I defined a new field and selected the URL option in the drop down choices. When I attempted to enter a description that includes ; or // any symbols to create the path, I get an error message that says "invalid symbols"

 

Oh well. Thanks for your help.  I need to find an ACT consultant locally to help me with this and  a few other layout issues.

 

 


 

Running ACT v10 with Financial Professionals Overlay V12
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Platinum Elite Contributor
GLComputing
Posts: 13,856
Country: Australia
Message 8 of 8 (48 Views)

Re: Is it possible to link an xcel file to Tab content?

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