11-03-2015 04:32 PM
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 126.96.36.199, Hot Fix 7
I have a shared database on the network.
11-03-2015 08:25 PM
What type of analysis are you running? I ask because I have designed Impact Report Designer which works with the ACT SQL Database.
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