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Exporting a list with excel option in ACT

Copper Contributor
Posts: 49
Country: Canada

Re: Exporting a list with excel option in ACT

[ Edited ]

I have other activity in my task list how do I select with one I did ?

 

Also I need to check a box to know with customer I sent the email but I have 139 customer that I sent an email.... see image below, how can I check this box for all my 139 customer once ?

 

screenshot-community.act.com-2019.02.24-16-05-25.png

Silver Contributor
Posts: 1,808
Country: United_Kingdom

Re: Exporting a list with excel option in ACT

In list view hold down the Ctrl key and click on the contacts that you sent an email to which will highlight them.

 

Once you have done this Right Click on any highlighted activity and select Clear Multiple Activity and the mark as cleared with create history ticked.

 

Now Right click again on any highlighted activity and select Create Lookup

 

You will now be in a lookup List view,

 

Go to Edit and Select Replace Field, select the field you want to change and press OK. It will warn it is going to change for all records in the lookup. Make sure the number in the lookup is still the same and click OK again.

Solution
Accepted by topic author infoconceptlc
‎03-05-2019 01:04 AM
Copper Contributor
Posts: 49
Country: Canada

Re: Exporting a list with excel option in ACT

[ Edited ]

I dont want to click.....to be sure I dont lost the fields.... what will happen if I click YES ?

 

https://www.useloom.com/share/d6f8cf2941dc4d1cb108a626a04a145a

 

 

Silver Contributor
Posts: 1,808
Country: United_Kingdom

Re: Exporting a list with excel option in ACT

For the field to show that an email was sent you need to tick the box first. All the records in the look up will then change to show that the email was sent.

 

(Just to confirm this is a custom Yes/No field that you or someone has created.)

Silver Contributor
Posts: 1,808
Country: United_Kingdom

Re: Exporting a list with excel option in ACT

 I also think you would be well advised to get some training or at least use the training support material at

 

http://training-act.com/act/act-lib-prem/?courseId=whats_new&videoId=1

 

The left hand column has tutorials on most subjects.

 

Hope this helps

Copper Contributor
Posts: 49
Country: Canada

Re: Exporting a list with excel option in ACT

I have created this cutomer check box in the customer form but in the popup when I go on EDIT/REMPLACE, no this is the ACT show that checkbox.

Copper Contributor
Posts: 49
Country: Canada

Re: Exporting a list with excel option in ACT

I want to tick the checkbox only for the customer I sent an email in my history list. how do I do this ?

Highlighted
Copper Contributor
Posts: 49
Country: Canada

Re: Exporting a list with excel option in ACT

I want to check the checkbox only for the customer I sent an email. Those custimer are in my history list.

 

How do I do this, I dont have the option in the menu EDIT on top to choose something ?

 

NOTE: I dont want that this action will be done for all the customer in my ACT, only for the customer I sent an email that day.

 

screenshot-community.act.com-2019.02.24-16-05-25.png

Silver Contributor
Posts: 1,808
Country: United_Kingdom

Re: Exporting a list with excel option in ACT

Did you email from within ACT?

Copper Contributor
Posts: 49
Country: Canada

Re: Exporting a list with excel option in ACT

[ Edited ]

No I emailed with Windows Mail Live but I put action on all customer in my ACT and done it