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Export Activity Series to Excel

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New Member
Posts: 4
Country: USA

Export Activity Series to Excel

We are running Act! Premium Version 19.2.146.0, Update 2 - the desktop version.  I'm trying to figure out how to export our current activity series we have in our database to Excel.  That way, we have a way to view them all and edit them as needed in case we want to make changes to them.  Is there any way to do this?

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Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Export Activity Series to Excel

No. Once created, the activities in a series are not linked but are separate activities related to a specific contact. Try checking the timeline tab, it may help for what you want to do..
Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
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New Member
Posts: 4
Country: USA

Re: Export Activity Series to Excel

Okay, let me rephrase my question.  I want to be able to export the "Activity Series" we have created in ACT to Excel.  This way we can view what type of "Activity Series" we have as well as the individual activities that comprise each activity series.  There has to be some way to do this so we can view this information outside of ACT.

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Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Export Activity Series to Excel

No, it can't be exported to Excel. You can go to Schedule | Manage | Activity Series Template and choose to edit an existing series and step through it to eirther review or edit the series.
Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
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New Member
Posts: 3
Country: Canada

Re: Export Activity Series to Excel

I see this post was made in 2017 and we are now in 2020 and this is still not an option. 

 

This should be an option that is added to ACT. It seems like a pretty basic thing to want to have in order to review activity series for updates and changes in process.

 

When you open the series manager you are limited to how many you see and how much detail of each that you can see. This is a very inefficient way to be able to review and update a series.

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Silver Contributor
Posts: 2,007
Country: United_Kingdom

Re: Export Activity Series to Excel

You could put your request in here for review -

 

https://community.act.com/t5/Share-Your-Ideas/idb-p/ideas

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New Member
Posts: 3
Country: Canada

Re: Export Activity Series to Excel

Thank you I will do that