05-14-2009 08:02 PM
Is there an option whereby if I am typing in a new contacts details onto Act, this will also add itself to an excel spreadsheet. For example I would like to have a spreadsheet of one type of contact ie Client Referral. So this will list only the client referrals on a spreadsheet with outcomes etc, can this be done?
Thanks in advance for your help.
05-15-2009 10:19 PM
Not without writing some code.
However, if you create a dynamic group based on that criteria, you would be able to select the group and export the details to Excel.