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Product List

Copper Contributor
Posts: 23
Country: United_Kingdom

Product List

Currently using latest version of ACT v23 Cloud.  Does anyone have any suggestions re the Opportunity Product List and downloading it to a spreadsheet/csv file.  I used to be able to do this when we had a locally hosted database but can't find a way to do this (or to print the Product List) now our database is hosted by ACT in the cloud.

 

We have a long product list and I want to be able to update and amend it offline and then upload a fresh version.

 

Any suggestions gratefully received.

 

Mark

 

Nickel Contributor
Posts: 204
Country: Ireland

Re: Product List

I'd see if Act Support can upload your Product list for you. I've got them to add templates etc which they have done - without any issue. 

Copper Contributor
Posts: 23
Country: United_Kingdom

Re: Product List

Hi Yes they uploaded stuff for me to. Ideally I want a download of the existing so that I don't start from scratch and give them back a file in the right format. Have they ever provided you with downloads?
Nickel Contributor
Posts: 204
Country: Ireland

Re: Product List

I've never asked Act suport but if they can upload data they must be able to provide downloads too. If they don't post the problem here.