ACT 2012 Excel templates included?

[alvaro.martin]

Hi community!

We are going to migrate from ACT 2008 to 2012 and I would like to know if excel templates are included in this version or if I'm going to buy one of those addons existing in the internet.

Kind regards,

Álvaro.

[ghollister · Accepted solution]

Hello Alvaro,
Excel templates are not available in the current versions for merging. The current option for merging contact data into an Excel spreadsheet is to either use the 'Export to Excel' option from the contact list view, or Map to Excel from the documents tab:
http://kb.Sagesoftwareonline.com/cgi-bin/Sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1442...

[ghollister · Accepted solution]

Hello Alvaro,
Excel templates are not available in the current versions for merging. The current option for merging contact data into an Excel spreadsheet is to either use the 'Export to Excel' option from the contact list view, or Map to Excel from the documents tab:
http://kb.Sagesoftwareonline.com/cgi-bin/Sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1442...

[alvaro.martin]

Hi Greg.

Thanks for your answer.

Im already know how to export to excel the contact list but I pretend to make templates with ACT fields like with Word.

Kind regards,

Álvaro.