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Export Opportunity List with Contact information

Copper Contributor
Posts: 9
Country: USA

Export Opportunity List with Contact information

Hi, 

 

I am trying to run some analysis in another tool and in order to do this i have exported contacts and opportunities from ACT using the "export to excel' feature.  The opportunities XLS has the contact name in one of the columns but I have a lot of contacts with the same name so it makes it difficult to do any sort of mapping outside to link the opportunities to contacts. 

 

Is there a way for me to export opportunities from ACT with some data about the contact record ( I would like to use the E-mail field for each contact as that is unique) ?

 

 

I am using :

Sage ACT! Premium 2012 Version 14.1.108.0, Hot Fix 7

I have a shared database on the network.

Bronze Super Contributor
Posts: 1,233
Country: USA

Re: Export Opportunity List with Contact information

What type of analysis are you running? I ask because I have designed Impact Report Designer which works with the ACT SQL Database.

 

http://www.durkincomputing.com/Video_Act_Report.aspx

 

Using this tool you can generate any type of report including charts and pivot tables.

Here is an example Opportunity Pivot Report

 

Hope this helps

-- Jim Durkin