11-01-2018 06:06 PM - edited 11-01-2018 06:07 PM
What is the correct process in the cloud version of Act for creating custom excel forms and populating with data from the opportunity data in ACT? We used to use excel quote maker 2 on the desktop version but have found no similar tool, zap, or application to create the form, map the form, and pull data to populate the form. Suggestions and help are appreciated. It would be nice if excel templates could be added to the write menu and t o pull data from the opportunity page also.
11-01-2018 08:41 PM
Hello, But what you want is to be able to print the quote as in the version installed in Windows?
In Act! Premium Cloud, you can create a remote database that is synchronized with the Premium Cloud server over the internet.
Keep in mind that the version installed on your computer must be the same version that is on the server.
You can start the process of creating the remote database and document about the version that you must install in the following menu
... If your pop-ups are blocked by Google Chrome
Best regards and Good luck