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How can I relate a Contact Opportunity to a Contact using Excel Get External Data?

New Member
Posts: 11
Country: United States

How can I relate a Contact Opportunity to a Contact using Excel Get External Data?

I have downloaded Contact and Contact Opportunities to Excel through ACT's OLEDB interface.  Now, how do I release a Contact Opportunity to the Contact?  Contact is not a field that is downloaded in the Contact Opportunity entries.

 

Thanks,

 

Bronze Elite Contributor
Posts: 2,115
Country: United_Kingdom

Re: How can I relate a Contact Opportunity to a Contact using Excel Get External Data?

Hiya,

 

Yeah I have had this problem with Excel as well in that Excel for some reason strips out the ID Fields for each view and so it is not possible to create Joins etc between view tables!

 

The way I got around this was by using a trustware product called Report Genie which allows you create your SQL script and output to Excel using the ACT! OLEDB.

 

HTH

 

Vivek

Vivek Gargav
Caldere Associates Ltd.
www.caldere.com
vgargav@caldere.com
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