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Reports

New Member
Posts: 16
Country: China

Reports

Hi,

 

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.

Copper Elite Contributor
Posts: 127
Country: Australia

Re: Reports

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.

Regards
Neil Gilford
ACT! Certified Consultant
Gilford Computer Solutions
neil@gilford.com.au