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Data Input/Update

Copper Super Contributor
Posts: 478
Country: Australia

Data Input/Update

Hi guys

 

I use 5 of the client user fields for the sole purpose of sending a email every monday to clients with this data..... frankly its a pain in the ___ to update every week. The data comes to me in a MS Excel table

 

Can i either

 

1) Mail merge from ACT and pick up the Excel table with the data, both Act and Excel table have a common account number field that is unchanged

2) Inport data from the Excel table? and then mail merge

 

Thanks

 

Jason


Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Data Input/Update

1. I don't know of any method to do this

 

2. You would need to use itImport to merge the fireld level data into ACT!

Copper Super Contributor
Posts: 478
Country: Australia

Re: Data Input/Update

Is there any other software besides Import IT.... how about EMS SQL Manager... been told good things about it... but personally dont know never used this type of software before

Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Data Input/Update

You can't write directly to the SQL in ACT!... you have to use the ACT! SDK, which itImport uses