07-17-2009 07:10 AM
Can anyone tell me if there is a way to make it so that when you are in company detail (List along the side) and company list to make the companies that have contacts under them to stand out somehow by either highlighting them or flagging?
Basically like when you link a contact to a company it turns blue and is underlined. Is there a way that I can do that to a company who has contacts?
Also, is there a way that we can export companies to excel but also have the contacts under them exported with it?
If anyone could give me answers to these questions, it would be most helpful.
07-17-2009 09:24 AM
Neither are standard options in ACT!
I don't think there is a way (even with the SDK) to highlight companies in the tree view.
For the export, ACT! doesn't export the tables together. You can do this with itExport
If you are technically capable with databases and OLEDB or ODBC, there are some other option. I have posted some here: