04-16-2011 08:03 AM
Using V13
I have a series of Task/Meetings - and want to export it to a .csv file.
Is this possible?
04-16-2011 10:18 AM
Step 1: From the Task list, click the Export To Excel button (it looks like the Excel logo - a big x)
Step 2: Once it's in Excel, File, Save As, File Type - Comma Delimited or Text Delimeted
In Step 1, if you don't have an Export to Excel button, or it's pale/inactive, then most likely ACT! doesn't recognize your version of Excel.
04-16-2011 10:18 AM
Step 1: From the Task list, click the Export To Excel button (it looks like the Excel logo - a big x)
Step 2: Once it's in Excel, File, Save As, File Type - Comma Delimited or Text Delimeted
In Step 1, if you don't have an Export to Excel button, or it's pale/inactive, then most likely ACT! doesn't recognize your version of Excel.
04-16-2011 10:51 AM
Great! It worked.
Look and yea shall find - right in front of me but didnt see it.
Thank you.