07-27-2011 07:11 AM
Can somebody help me in view of creating a tasklist in excel using the OLDDB reporting interface. I have created reports opps and history using excel and Microsoft query but having problems with activities.
I can't seem to find how to get just a simply list of tasks currently in the database.
Which tables are best use etc
Appreciate any suggestions you have.
07-27-2011 08:27 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
07-29-2011 02:52 PM
We have developed an add on named Impact - Task List Module that combines any field from the contact into the task list. Simple export the task list to excel. You an even design multiple column sets for different excel exports.
Link to read more....
Hope this helps
-- Jim Durkin
08-02-2011 04:44 AM
08-02-2011 05:24 PM